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Monkey to Millions | Grace (Session 1) - Introduction and Resume Review - Oct 7, 2019

Monkey to Millions

In Grace's first session we cover her current situation including what to focus on during her first semester freshman year. We dive into a detailed resume review and speak about what she needs to do over the next several months to help build her network to try and land a good summer internship after her Freshman year. As the youngest participant in this program, we can see first hand how starting early and knowing what to focus on can build a competitive profile, even at a non-target school.

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WSO Podcast (Episode 1) Transcript:

Patrick (CEO of WSO): [00:00:04] Well. Hello and welcome, I'm Patrick Curtis, chief monkey of Wall Street Oasis, and this is monkey to millions. A show where you get a front row seat as I mentor young students and professionals to try and help them break into their dream jobs in the first cohort. You'll meet four students, all preparing for intense job interviews while trying to also balance a personal life and schoolwork. The goal of this show is to shine a light on the struggles of trying to break into competitive positions with a non-traditional background and to give you a roadmap for your own success. My hope is that as you get to know these four impressive students, you're inspired to dream big. Remember, these are real people, and this is their true story. Let's get to it. In Grace's first session, we cover her current situation, including what to focus on during her first semester freshman year. We dive into a detailed resume review and speak about what she needs to do over the next several months to help build her network to try and land a good summer internship after her freshman year. As the youngest participant in this program, we can see first-hand how starting early and knowing what to focus on can build a competitive profile even at an on target school. Enjoy. You're actually the fourth of four people on the program, so I think for today we're really just going to for the first session, we're going to just focus really more on your resume and then just talk a little bit about your networking strategy, how to approach that. The good news is that you're super early in your college career, by the way. How's it going? Did you just start classes?

Grace: [00:01:59] I've been about a month and a half in now. Ok, so a while ago, it's OK. Yeah, yeah.

Patrick (CEO of WSO): [00:02:07] Ok, I'm going to share my screen and then I think we should just like jump straight in specifically around your resume. So the first thing is, overall, I think it was it's a great resume. Looks really clean. Really impressive stuff on there. So take it with a grain of salt. Everything I say is this is a suggestion based on what I think we could do, like minor little tweaks to improve it even more. Mm hmm. And then just some thoughts as you get more experience, how to actually get those into the resume in such a way that'll make it look really good. So some things that you did. I have some notes here. So actually, before we jump straight in there, do you want to just talk a little bit about where you are in the process, like, you know, where you're from and stuff like that? So people have an idea of kind of that and then we'll kind of jump there.

Grace: [00:03:01] Ok. Ok. Sure. So I'm from Baltimore, Maryland, and I've lived there in my entire life. And so I've got a few years ago, I guess I realized I wanted to go into finance. And then over time, that's I've gotten certain interests, more particular interest, I guess, in private equity, investment banking, maybe real estate, private equity still kind of exploring whatever you're sitting. And right now, just as a freshman, my main goal or short term goal, at least, is to get a good internship for next summer to start me off on the right track,

Patrick (CEO of WSO): [00:03:40] Which is not easy. Yes. So you're like, you're what I'd call like a semi target, right? You're not at the good. The really, really, really good news is that you're in New York. Yeah. So the you have a huge advantage over other people who are either upstate or, you know, we have somebody on the program that's in a tiny little in Canada, in this tiny little town, he's a dual citizen, but like he has very limited options. And then we have somebody in Texas and then somebody in California at an on target and they have like literally one-tenth the number of opportunities that you'll have for networking in person and all that. So. So in terms of like so your freshman year, you just started school, you have this is like the ideal time to be talking and doing this because you have time you're not in like super crazy. I mean, recruiting has accelerated so much so that it actually matters. Your freshman year, though, in terms of like getting something your freshman summer, that's somewhat relevant. The good news, it seems like you already kind of started that before you started college. Mm hmm. All right. Yeah, a little bit, and we can talk about that. So do you have like any major concerns? Is it just like knowing Target School versus not? I know you had some sort of scholarship, is that correct?

Grace: [00:04:57] Yes. So that's why I am. Where I am is because of the financial aid. So the scholarship that

Patrick (CEO of WSO): [00:05:03] I'm on, it's great. And so, yeah, you had the full-tuition award, which is amazing. So congrats on that. That's a huge bonus. Do you have any like concerns or like I guess, what would you see as success, like coming out of this in a couple of years, landing like a top internship or whatnot? Or do you feel like? There's something that you'd like to reach for that you think would be kind of a reach for you.

Grace: [00:05:32] I mean, I know I know a few upperclassmen now who I've spoken with, who have gotten internships at Goldman, and one of them is who's a senior is going to be starting full time with Goldman and their London office. So that's something that I'm very interested in. And so I guess something like that where I can have a good junior year internship and then get the full-time offer.

Patrick (CEO of WSO): [00:05:57] And you're open to actually being abroad, right? You're not like, you're not. You would actually even like that. Potentially, potentially, yeah. Ok, cool. So let's just jump right in. Then we'll go straight to your resume. A little minor things. I can send you the so template there's it'll help you. I think you don't need it right now, but down the road, it might help you save some space. Ok? In terms of how it's laid out in terms of the header and stuff like that. But I think this is great right now. One quick thing your education will quickly move below your experience. So probably once you know kind of what you're going to be doing for the upcoming summer, I would even do that as soon as you add that new internship in there. Mm hmm. I would go ahead and reverse the order of these, OK, and then if you have to even reducing some of this in here. So like get this global business honors program to two lines to save space, you know what I mean? I think this is really impressive. So you want to keep that. I think the clubs is great. You may want to have relevant coursework up there as well from YouTube that you're taking in your first year. Whether it's like economics, finance, accounting, you know, I don't know what you're taking right now, but I assume some accounting courses and some finance courses, you know, get those in there and then four and I have no tiers, so you can come in hereafter and take a look. You don't have to do write all these down, but for your internship over the summer, I think I would remove the word insurance.

Grace: [00:07:37] Ok.

Patrick (CEO of WSO): [00:07:38] Yeah, just having a finance center. I know it was insurance, but just we want to as much as possible just emphasize the finance aspect of it. Mm hmm. I mean, on these bullets, I think you do some of it here in the top. You say one of 20 students, top one percent. You do some good things here with like quantification. I think you want to carry that throughout the resume. So especially at parallel, like independent contract management analysis software. So how many did you how many of these did you research? Do you know what I mean? Or was it just a handful like five? That's fine. You know, just anywhere you can add numbers to quantify and really like hammer down that, I would do that. I'm not a huge fan of the Boulding, OK, so I don't know if somebody told you to do that, but I would probably remove it instead to make it really jump off and try to add any sort of numbers. And if you don't know exact numbers like the impact your work had, I would make and have an estimate. Ok? Mm hmm.

Grace: [00:08:42] So bullet point even have an estimate.

Patrick (CEO of WSO): [00:08:45] Ok, well, I mean, for this one, the research identified contract management and analysis software. You could say it reaches and identified over ten contract management software programs utilize it. Was it programs that you're researching?

Grace:  [00:09:02] We were researching and then presenting a few that we found that we thought would work best

Patrick (CEO of WSO): [00:09:07] To how many total did you think you went through?

Grace:  [00:09:10] We probably went through about 20.

Patrick (CEO of WSO): [00:09:12] Yeah. So it's great to research and invited over 20 and you can say, researched and filtered from twenty down to the two top contract management software is utilized by legal counsel and policy reviewers to help save, you know, commercial real estate team, you know, 50 hours of work, something like that. You know, what's the impact? Do you know what I mean? Because that's a lot of time you probably went through all of those like, give them something to chew on in terms of what the impact was analyzed borrower. So the second would analyze borrower risk, including the application of Fannie loan guidelines while gaining a deep understanding of the commercial and real estate loans process. So here you're really like saying what you learned. Mm hmm. Not the impact it had on the organization. I would kind of say just reverse it. So analyze borrower risk, including the application of Fannie Freddie loan guidelines. I don't know if you need that, OK? Like who? Who are the borrowers here? This is individuals or companies,

Grace:   [00:10:14] Small real estate firms or

Patrick (CEO of WSO): [00:10:16] Ok, you could say how many? How many of these did you analyze? Like small real estate firms

Grace:   [00:10:23] Will be around 15.

Patrick (CEO of WSO): [00:10:25] Ok, so you can say analyze 10 plus commercial real estate or see a small commercial real estate firms, the bar was for blah. You can work on anything but again put a quantity to better understand to help blah. So this you've got to be careful. It's like, why were they giving that to an intern? Mm hmm. So like, you know, you probably you don't want to oversell like what you did, you know what I mean? So like, I think it's I think you're trying to show like I understood it helped me understand commercial real estate loans in that process, which is cool. But if you actually did work that they used, like, go ahead and put that, just don't oversell it, OK and quantified if you can. There is just an insurance policy checks while gaining significant experience in Excel, so suicide an insurance policy checks. Can you explain that a little bit more?

Grace:    [00:11:20] So basically, we be. It was almost a comparison of two documents and kind of going through a checklist of different things that needed to match up and be the same or things where it deviated from what it was supposed to be and then making note of that.

Patrick (CEO of WSO): [00:11:38] Ok, so it's an insurance of all these checks across, you know, 20 applications or something like that. So significant experience in Excel where there are certain functions, you used a lot.

Grace:    [00:11:50] Now that I think about it, I guess that should be a separate thing because the Excel was more in looking at loss ratios. So I guess that was kind of separate from the policy checks.

Patrick (CEO of WSO): [00:12:01] So were the losses then? That's cool. It was a loss ratio, loss ratios. Was it mostly using just like division

Grace:    [00:12:07] Or were you doing? It wasn't anything that advanced.

Patrick (CEO of WSO): [00:12:10] It wasn't like lookups or data tables or pivot tables like that, OK, just checking. So if it wasn't that, then I wouldn't like I wouldn't be like significant experience in Excel if it was just like a ratio thing. But I would. I would mention that. So you can say like analyze loss ratios across x y, number of borrower, whatever loan portfolios, whatever it was that you were looking at. And then. You even have to say in Excel, I mean, you could say that. We'll see how it looks. We'll see how the bullet looks after you. You update it. Ok. And I'll give you my feedback after that. But think overall, I think you do a really good job of quantifying you didn't do it really much, a lot as much here in this internship. And I want you to carry that into there because I think it'll help. You have a lot on this. John Hopkins Teen Advisory Council. Tell me a little bit about this. The finding my voice and all that I love to hear more.

Grace:  [00:13:10] So I started off on the council just as an advisor, and I was just at that point when I first started, I was just at meetings, kind of verbally giving input on things on the different hospital initiatives. We'd have different parts of the hospital would come to us and ask for our opinions on changes they are making or policies they were introducing. And then some of these other things I list on the bullet points came from that. So I was eventually given some speaking opportunities. And then from that, I was given the opportunity to write a piece for the magazine, the Hopkins magazine, about my experience. So I originally the sub bullet points. I originally did not have any of that, and then someone had advised I add those to give more detail. So that's why there's so much there.

Patrick (CEO of WSO): [00:14:02] Yeah. Partnered with Maryland City College. So like if you're going to do this, I don't. I don't. I think it's actually pretty strong. I would just quantify as much as you can. Again, so like collaborate with patient experience manager, develop and train doctors, how many?

Grace: [00:14:19] I mean, it was just like a general protocol for training all doctors, I guess.

Patrick (CEO of WSO): [00:14:24] And was it used?

Grace:  [00:14:26] I'm not sure yet. So you should

Patrick (CEO of WSO): [00:14:28] Ask them, OK, so because if you could say that you talk to the patient experience manager was anything that you did actually implement it. That would act.

Grace:  [00:14:38] I think so, but I'm not positive.

Patrick (CEO of WSO): [00:14:40] Can you reach out to them and ask them? You could say which was implemented across five thousand doctors, did it? I mean, that's a really impressive thing being so young, right? Mm hmm. This talk that you gave to one hundred and fifty people in front of a hundred and fifty people, that's super impressive. I would almost put that first. Ok. And I would almost bring this one 50 plus to the front of the bullet. Ok. So gave let's see addressed that you can say gave talk of some. I don't know how to say that. The speech addressed over one hundred and fifty plus a hundred and fifty hospital leaders on the transition did OK. Ok. Something like that. And I would bring that to the top. Ok. And then rather than building this stuff, finding, I think that's cool. But I think the fact that you actually got up in front of this many people at that young of an age, I think it's actually more impressive to me than offering an article because like the article was really a personal my experience, right? Yes. So I think it's more impressive the fact that you got up in front of people because a lot of people hate like that scared people. So that's cool. And then I think this is fine. I think it's this if you quantify a little bit more and then this is something we could probably just start slowly removing as you have more stuff to add and you need more space. I think it's fine now because you're not super desperate for space right now, although I'm going to tell you at the bottom under your skill section, I'm going to want to add a few things here. So. So what I say? Yeah. Experience above education. By this summer, I already told you that the results of your action, not just your actions, quantify even more. Remove the word insurance and ask you about the Excel thing modeling specifically. So you kind of say DCF and precedent transactions. Did you not do any three statement modeling or mergers and acquisitions? Did you not review any of that stuff?

Grace:  [00:16:48] I did. I think I had had that before, and then someone advised me to cut it down to just that.

Patrick (CEO of WSO): [00:16:55] Okay, so you want don't cut it down. You want all those buzzwords there, especially with all the automated filtering that's going on. You want to have. So if you just say to me, DCF and precedent transactions, I'm going to think you all you know is a valuation that you don't know any modeling. Ok. So I think you want the words financial modeling in their self-study, and you want to tell me how many hours you've actually spent doing it. Ok. So over one hundred hours of self-study, I think you should also invest in one of the online courses and we can talk offline about the different options there. But I think just to reiterate, reiterate that you're investing not just in school with your accounting courses, but you're actually trying to get the practical knowledge of being in excel and becoming a wizard there. Because if you show up and you say, like, yes, I know how to do this and they ask you, OK, well, tell me this function and you don't know it, then it's kind of, OK, do you have experience with pivot tables? Yes. Do you have experience with data tables? Yes. Do you have experience building three statement financial models? Yes, right. That's who you're going to be going up against. People who say yes to all those questions eventually, like you're OK now because you're a freshman. But like the more, you can kind of frontload that and I would say this summer is a huge opportunity for you. If you're really, you should always be focused on your grades for this first year because that really your GPA plays a big role in the internship search. But this summer, especially if you have kind of a little bit of an easy internship, yes, you can have fun, but I would put in a lot of time on that. Because if you can speak to it, especially if you're confident if you can speak to it in an interview and show that you actually really do know it and you're serious about it, it's going to get you so many points. Mm hmm. So instead of company valuations, I would call it financial modeling, OK? And you could say valuation and in parentheses DCF and transaction comparable analysis. Then you could do comma, you know, financial modeling, one hundred plus hours of self-study. I wouldn't write that until you're confident and you're ready for that, OK? But I would definitely have maybe a resume like the next level resume for four. Maybe not this summer when you're applying, but I mean, definitely put something there. It's a little aggressive right now for where you are and we can talk about like whether you include it in this next in these applications that are coming, coming out soon, OK? But yeah, and then another thing that's important is yes, say, financial modeling. Say the specifics three statement merge, modeling, M&A or M&A, LBO modeling valuation over one hundred fifty hours of self-study or even if it's over 50 hours, that's OK for now. Ok, to be a little bit more reasonable, you should have an interest section. Did somebody tell you to remove the intersection?

Grace: [00:19:56] No, I just never had one, I guess.

Patrick (CEO of WSO): [00:19:58] Good, you should ask. So let me tell you why and people think it's silly and interests are it's you'll find finance professionals are super busy and nine times out of ten. When you sit, sit in on an interview with them for the first time, they'll be like, Oh shit, I didn't look at this resume until right now, and they'll go straight down to the interest and then you can spend about half the interview just talking about something you love. Whether it's a certain type of. Um, whether it's nonfiction this or whether it's a certain type of movie or whether it's poker or whether it's whatever, whatever it is that you're passionate about that you know, a little bit about. Um, especially and you know what I would say to you. It's actually even more important because you had a 4.0 coming out of school and your valedictorian. Mm hmm. So you know what the stereotype of you is going to be. You are very rigid prepared for this. They're going to want to know, where's the personality? Like, are you well-rounded, right? So the intersection is actually really important, especially if you come out of your first year, first year coming out with like a three, eight or three, nine or four. Oh. Mm hmm. Then I would say it's going to be even more important to you.

Grace:  [00:21:07] How structured is that? How? So a lot of people, I can't have very I don't know. It's nothing I can say on like the president of this organization, like, really, really

Patrick (CEO of WSO): [00:21:20] Like, that's not as much of an interest as like your extracurricular, which you kind of already have here, like you already put like the clubs you're on up here, interest would be more like, what do you do outside of school and clubs? And you probably don't have a lot of time, to be honest, but it could be even something like a type of book. You like a type of movie you like it could be travel, but where specifically it could be certain types of podcasts I've seen it could be power. I've seen somebody powerlifting. It could be. Let me think, what else have I seen music? Do you play an instrument? It could be practicing other languages. Be careful with that one, though it could be any. It could literally be anything could be miniature golf, something that showed that that's a little bit different. And I would say the more specific, the better. Like something like travel, running golf, it's a little like a, you know, whereas if you're a little more specific or it's a little more like idiosyncratic, a little more like unique, I feel like people are like, Oh, cool, and they'll ask you about that. Just make sure you know a lot about it if you put it there. Ok, so maybe offline. Think a little bit about that and you're you don't have to come up with anything on the spot, but then maybe just ping me on Skype or whatever and just let me know what you're thinking about that. But I think it's a huge mistake not to include it. Ok, like because oftentimes people want to see like, OK, who is this person in? Like, if there's any sort of connection there with what they see on the interest, it's a huge plus. If there's not a connection, it doesn't hurt you. They may just be interested. Oh, I've never heard of that. I've had people put something like, maybe people are into art history or they'll put like a certain type of art baroque art into or, you know, and you're just like, What does that come from, you know? Or maybe you like to paint a certain style, you know, who knows, just showing a different side of you rather than the valedictorian perfect student. You know, that's finance driven, you know, because they're going to know you're driven, especially once you have all this other stuff tightened up. I think it's going to come across really clear that you know what you want. So you just want to make sure that they feel like you would pass the airport test. So you have you heard the airport test? No, the airport test is basically they want to know if they were stuck at the airport with you for four hours that they could have a conversation. Enjoy that conversation with you, OK? It's like if you were at a bar with friends, you wouldn't be like out at your computer, like, like working on excel, like on the side, like, oh, everything has to be work all the time. Did you think about it like these jobs, people are working, you know, eighty one hundred eighty nine to one hundred-hour weeks even on the bad weeks, and they want to know they can actually enjoy the time with you rather than it all being super serious. But anyways, I think that's a good place to start. So that's it really for your resume to get going. I'd love to see you in a week or so another version if you can squeeze it in your classes, just making those edits, and I think you should be able to see in the folder the session plan, which has like the comments in there. If not, let me know and I can get you access.

Grace: [00:24:46] Ok, yeah, I'm not sure if I've seen that folder yet.

Patrick (CEO of WSO): [00:24:48] So OK, well, yeah, I'll show you. I'll shoot over to you right after the other. Some, some minor things on social media. I didn't see anything egregious. Sometimes people have like party pictures and all that stuff, and so it was totally good. I would just make your profile private on Facebook. Ok. It is already, but I think you can still see some stuff. I think it's best just to be, especially Facebook, just to be completely like you can't. Nobody can see you like there's people who you invite or people who like your friends you meet and connect with at school or whatever. That's totally cool. And then LinkedIn, I think, looks it looks really good professional as you. I think this is good as you bring in. I think this is good. I think you don't need to go in too much detail on this. I think you can make it a little more financially like, especially once you get some of the financial modeling in their self, study, stuff like that. Some of the would definitely in some of the interests, I would show a little more finance heavy stuff. Ok. One of the things when you have a Johns Hopkins is such a big part of your thing, everyone's going to think, Oh, she's going premed, right? Right. Like, she's going to be next. And so you want to you want to be a little careful about, like, you know, not having enough finances to I would I would encourage people to see that. So. And I think this is good like you had your A.P. courses here, I would do the same thing with your. Your classwork at Fordham, so just like highlight the accounting slash finance stuff as much as possible and then that was it. I think overall it was and then, yeah, I didn't check Instagram and didn't check like, I don't know if you're on like tick tuck or any of these other weird things, but I think to just be make sure that's all private. Mm hmm. Is that cool? Mm hmm. Ok, networking. Let's talk about networking the fun, very soft, squishy subject in terms of what to do and how to do it so. Tell me a little bit about your in New York, so it's a huge advantage. One thing I immediately notice was eighty-five connections. It's super low. You're a freshman, so I'm going to give you some leeway, but I think it's super important that you don't take. You don't just focus on your coursework and on the organizations on campus that you don't just think, Hey, if I'm involved in campus and these finance organizations, if I'm involved and if I get a good GPA, I'm all set. You're not all set. You're not all set. I think we're really you need to focus on is meeting with as many people as you can in the city like actual professionals. So that could be a. That could be. There's also a lot of female organizations on Wall Street. There's not a lot, but there's like a few really well-known ones. So I definitely do some searching on Wall Street, Oasis, or on Google and try to become a member of those and or start reaching out to women who have who you want to kind of follow in their footsteps, take advantage of those organizations and start building your network now because if you make a really positive impression on them now when it comes, you don't want to be asking them late your sophomore year to start building those relationships late sophomore year when you're like, oh, I want that internship, can you hook me up there already? When you reach out to them, you're going to be like, Hey, I just give you an update. I'm starting to apply here. It'd be great if you knew anyone I could speak with. And that's really hard as a freshman to start doing because you don't have necessarily that much to say. It's going to be a lot of you just asking questions, right? And just like taking notes and looking really diligent and like, OK, great and then asking smart follow-up questions. So have you done any outreach at all on LinkedIn before?

Grace: [00:28:48] Yeah, I've so mostly, though, over the summer and at the end of, I guess, like over the last school year when I was still in high school. So most of what I've done is more Baltimore, D.C. based, OK. But and then the people I've talked with in New York so far have been in person. There's the investment banking club on campus has had a few alumni networking events.

Patrick (CEO of WSO): [00:29:11] That's awesome already.

Grace:  [00:29:13] Yes, I've already gotten to meet a few alumni through that, that work in the field. So that's

Patrick (CEO of WSO): [00:29:19] Been good. Yeah, I don't limit yourself to alumni like just try to get into these, these other networks, these other female networks with women from Columbia, with wherever. I mean, you're right there, right? So there's a lot bigger network. And the more people you develop relationships with now and put in that legwork, I mean, this should almost be like your fifth class. I don't have any classes. You have five, four or five or six. Class should be coffee chats. It doesn't have to just be women, it can be men. It should be as many as many people as possible that you can squeeze into your schedule. That could be weekends, just for coffee, for lunch. And I don't know if you have. You have student loans just to pay for living. Nothing, it's all covered.

Grace: [00:30:10] No, everything's covered with my scholarship.

Patrick (CEO of WSO): [00:30:12] Ok. So in terms of budget, do you have a budget in terms of just like your foods? Covered everything?

Grace:  [00:30:19] I like a basic food plan and then I'm also buying off-campus.

Patrick (CEO of WSO): [00:30:25] So, OK, so I have the reason I asked this is because I want to make sure that you're not limited with your budget in terms of being able to take people out for coffee.

Grace: [00:30:34] Oh, OK. Yeah, that's

Patrick (CEO of WSO): [00:30:36] Fine. That can add up a lot, but it's something you should absolutely like every single one of those connections you make. If you're making a good impression, you would be you'd be shocked how many doors open. So have you had anyone on one meetings with any of those alum yet?

Grace: [00:30:50] No, not yet.

Patrick (CEO of WSO): [00:30:51] Ok, but you've connected with them on LinkedIn. And yes. So I think step one should be like seeing if you can meet up with them one on one to get a little bit more detailed information. I know it's super intimidating and it seems you're intimidating because like as at least for me as a freshman, I'd even know what investment banking was. Ok, so I can't even imagine you're like, Are you comfortable doing that? I mean, you spoke in front of a lot of people. Would you be doing that work?

Grace: [00:31:19] I think so.

Patrick (CEO of WSO): [00:31:20] Ok. Because if you are, it's just a huge advantage to you. And it's more important. It's even more like if you can get a three, five, or above, it's more important than your GPA. Mm hmm. Ok. It's more important than anything is the relationships you develop. That's what's going to determine whether you get the job or not. You're going to do all the work in order to do well in the interviews, in order to know all the technical, in order to know all the behavioral. Did you get the access to the course, by the way?

Grace: [00:31:48] Yes, I did. Ok.

Patrick (CEO of WSO): [00:31:50] And honestly, I wouldn't even focus that much on prepping for interviews. Yet, as you're so I think a lot any sort of interview for you is going to be really focused around behavioral and fit, and we can go over that. Maybe in the next session, we'll do like half hour of just practicing some of those, and you have a lot of great experience before college, even to pull from four stories speaking in front of people. I'm writing that article, the past internship, you have a ton of like so much more than most freshmen, so I wouldn't worry like it's going to be very easy for us to come up with like really, really solid behavioral and fit answers. Ok. And my guess is that's going to be ninety five percent of the questions. Now, if you do have that financial modeling line on there, we have to be a little bit careful that you're a little bit polished on valuation methodology, stuff like that. So we'll talk about that strategy probably the next, the next session. But for between now and then, I mean, have you heard anything about internships for your summer after freshman year? Have you talked to anybody about that, any kind of rumbling?

Grace: [00:32:59] There's one boutique investment bank in Baltimore, and I've spoken with someone there and they said if I could reach out to them in January or February about an internship, so I know that's a while away. And then I actually applied for a Goldman program in D.C. And so even though I'm a freshman, someone had encouraged me to apply anyway. So I did, because that was, I think, September 1st. So I haven't heard back anything. And then other than that, I haven't anything specific.

Patrick (CEO of WSO): [00:33:35] There's not a lot out there in terms of for freshman summer, there's becoming more and more for sophomore summer is almost becoming like what used to be junior year summer. So you like you'd be you'd have a huge leg up if you could find something this summer that's related that even if it's do you have to be in the D.C. area or Baltimore area? Do you have to go back just for living?

Grace:  [00:33:59] This summer, I probably have to, but any summer after this, I'll probably be in the city.

Patrick (CEO of WSO): [00:34:04] Is that because just his family or big budget?

Grace: [00:34:09] Yeah, family budgeting. And my family probably wants me to come back this summer.

Patrick (CEO of WSO): [00:34:13] Yeah, they probably miss you. So, OK, cool. So would they be supportive if you did find something in New York like a boutique bank?

Grace: [00:34:22] I think it probably depends on what it is.

Patrick (CEO of WSO): [00:34:25] Ok, OK, well, I wouldn't. So what I would do is there's a company database on Wall Street, Oasis. I don't know if you've looked through it. I would look for like D.C. Baltimore banks, there's probably not that many. And let's talk about specifically ways you can craft some, some outreach emails. To people there, and I think you should do it now, it shows a ton of planning. I think you already did it to the boutique in Baltimore, but if you could do, there's probably another five to 10 boutiques.

Grace: [00:34:55] Yeah, I have a spreadsheet. I started with some different firms.

Patrick (CEO of WSO): [00:34:59] Ok, so I would start. I would start in mailing them. Ok, like literally. Let's like, let's go

Grace: [00:35:05] Through each person there or a specific

Patrick (CEO of WSO): [00:35:07] Bankers like analysts, analysts, associates. Don't hit up everybody at the firm at the same day. But like, first, try the analyst. You can try the HR person. They'll be like, the problem with HR is it'll be very much sometimes. No, you're a freshman. Like, come back to me next year. Maybe if you're lucky. So in your I would almost shy away from telling people, you're in your freshman year. Hmm. Which may be good to actually have your experience above your education. Mm hmm. Doing this again, de-emphasizing your graduation date, saying more like, Hey, I'm going to be in the Baltimore area this summer and I'm really interested in investment banking. I was hoping we could have five minutes to chat, even if there's no even if there's no opportunities open, really great. So you just hear more about what you do at XYZ firm. Mm hmm. Ok. That way, it takes the pressure off of like, Oh, she's just going to want an internship. And it's more about like you just learning and you're building that relationship for potentially maybe your sophomore summer. Mm hmm. And so you're getting on the radar super early, which is great.

Grace: [00:36:11] So in those original emails, I should mention something about an internship just not to directly.

Patrick (CEO of WSO): [00:36:18] Yeah, I think you could do something because a lot of them are gonna be like, Oh, she just wants an internship. I think you should. You should emphasize that like, you just want to talk. Mm hmm. Even if there's nothing about understanding, there's if there's nothing available for next summer but just want. I still love to chat for four-five, you know, for ten minutes any time. That's best for you. These types of calls are something you should literally step out of class for. Mm hmm. Ok. Like if you have to and they're like, I'm free in this time. Like, you make that you make their you make whatever their schedule is, you make it work. Because those relationships and those connections, even a ten-minute call, because that ten-minute call, what it does is it provides that it gives you that initial kind of touchpoint. And now every three-four months, the windows open for you just give a little update. I'm taking these courses. I really love it. I'm still really passionate about this, you know, blah. Know, I noticed this happened. This deal happened. Or I noticed you guys closed this transaction. Congratulations. Boom. Done. You've created now a second touch point. Then all of a sudden, by the time you come around sophomore year and you send out that email like, hey, just I was hoping to touch base again. You get on the phone and be like, I was wondering if you guys could do anything, even if it's unpaid. Anything you've got to do to get that first internship in Ivy on the resume is worth it, and you should tell your parents, like, take out. I would say take out debt if you have to. That's how I mean, you're saving so much with the full ride. Like, do what you have to do to survive and get that iby internship, that first iby internship. Mm hmm. Ok. Because it's going to just open, it's immediately going to make you so much more competitive across immediately. You're just going to get all the interviews, even from because they're like, Oh, wow, look, she did an amazing high school. She's a go-getter. She has financial modeling. Everything, every box is going to be checked. Great. Ok. She doesn't go to a top school, but look, every single box is checked and it's in her resume is screaming banking. So it's going to be like, it's going to be very hard to turn you down. Mm hmm. Ok. Mm hmm. So, yeah, go ahead.

Grace: [00:38:19] So I've heard some people have said that cold calling places can work. Is that something you advise for or against or?

Patrick (CEO of WSO): [00:38:29] Um, it depends on the person you've got to kind of be self aware. Are you comfortable if you're comfortable doing it? It's not something I say. Oh, it's horrible. Mm hmm. I tend to think you don't necessarily need to do that initially. I think you can do a lot of damage on LinkedIn, like you're eighty-five connections like you should be up at like three hundred within, like a couple of months. Ok, sounds crazy, but like you could do, you could literally do. You could. Literally, you should be connected to every single banker in. I mean, just New York alone. How many bankers in New York?

Grace: [00:39:05] A lot.

Patrick (CEO of WSO): [00:39:06] 5000 thousand. So you can imagine how many hours you could spend there just trying to build connections, even if there's no direct. I mean, you want to start in the smart places that are with people that are potentially going to help you the most. So, yes, alum number one. But then it's like, you have all these, these female associations. Mm hmm. So that should be like your second hit list, like anybody that's any at all sort of involved in these organizations that should be number your number to list. Number three list should be anybody who's from the D.C. Baltimore area. Mm hmm. Great should be three. Number four should be, I don't know. Maybe you like crew and you like rowing. It should be anybody who's in crew, in banking. I don't know. So that's why the interest section is so important. That's like, I don't know. I don't know the personal stuff, and that personal stuff can actually almost be more powerful than alarm. Mm hmm. So, um, so yeah, that's what I would say in cold calling. Yes, if you have to get there, if we have to go there, you can go there. But I think you can do a lot of damage with just email and having a really polish like the entire, having everything really polished and ready.

Grace: [00:40:19] Ok.

Patrick (CEO of WSO): [00:40:20] Um. So that's. Any other questions. So like I guess before we call it. For next time, I'd love to. I'd love for you to really accelerate your LinkedIn networking. For people in New York. I'd love for you to actually see if you could invite people out, either coffee chat. I'd say I'd love to take it for coffee or if it's too hard to get out of the office. He's even a ten-minute phone call would be great if you want to send me those templates.

Grace:  [00:40:55] I'm happy to like one template I've been using the past year that's been working really well.

Patrick (CEO of WSO): [00:41:00] Ok, do you mind sharing that? Do you mind sharing what that is? Yeah.

Grace:  [00:41:05] Pull it off.

Patrick (CEO of WSO): [00:41:09] Because I think it kind of depends it can change slightly, depending on who you're like. For some, it's one right for people in Baltimore, it's another because you have that like tie back there. Mm hmm. You know?

Grace: [00:41:25] Right. So I just found the most recent one was over the summer, I was reaching out to a Fordham alum. And then, do you want me to send it to you or just read it out? Yeah, just read it out. And I'm just curious. So I said, my name is Grichuk, and I'm an incoming freshman at Fordham University's Gabelli School at Lincoln Center. I noticed you held several finance internships during your time at Fordham and currently work at society general and as a student who is particularly interested in M&A work or capital markets. I would love to learn more about your experiences. I'd also be curious to hear about your experiences doing an internship in the city during the academic school year. I'm eager to learn more about this niche of the finance field, and I'm appreciative of any time you're willing to give to help guide me. And then I ask, do you have any time to schedule a call? And then I gave my availability for the next two weeks.

Patrick (CEO of WSO): [00:42:13] And would you say for bailable? I hope. I hope it was pretty open.

Grace:  [00:42:17] I'd said, I'm available this Thursday. So it was the day after I sent the email after seven p.m. or most mornings next week.

Patrick (CEO of WSO): [00:42:25] Perfect. Ok. I think that's great. I think the only thing I'd say is you could probably tighten it up a little bit. We could even shorten it like writing out the full business school, right? I think you just be like at the business, you know, at the business school, at Fordham, like the Volga Ballet, the school of business. You know what I mean? You don't need to write all that. It sounds really formal, which is actually kind of endearing because it's like, Oh, she's being super formal, which is good. You don't want to come across as like, Hey, but you know, you want to be informal. But I think you could shorten it, make it even easier to read for them and easier for them to respond. Ok, so send that over to me. You can receive it, send it through Skype chat, and I'll take an attempt of shortening a little bit if it's working. If you're getting a really high hit rate, you don't really need to change it. But for other ones, where the connection is less strong, meaning it's not alum, it can actually make a big difference in terms of literally like two lines, three lines. Mm hmm. It sounds like that was pretty short, so you didn't go crazy giving your life story or anything like that.

Grace: [00:43:22] Yeah, I mean, even the ones reaching out to Baltimore, people like non fortum people were really similar, just a different first sentence or second sentence.

Patrick (CEO of WSO): [00:43:31] And how did how what's the hit rate been like in terms of response and you getting on the phone with people?

Grace: [00:43:35] It's been pretty high, so I've

Patrick (CEO of WSO): [00:43:39] Like 30 percent, 50 percent,

Grace: [00:43:41] Probably a little over 50 percent. I think like I have three connections I made at the Goldman’s DC office using basically similar format. And then a few other smaller places around Baltimore.

Patrick (CEO of WSO): [00:43:55] So, yeah, that's great. I think that's great. So yeah, maybe don't change what's working, just scale it. Mm hmm. Like, significantly scale. Like, see if you can scale that to New York.

Grace: [00:44:07] Mm hmm. Right. So I just haven't sent that many emails.

Patrick (CEO of WSO): [00:44:10] Yeah, I mean, I would literally like, OK, don't go crazy where you can't even like, you don't have enough time to do all these. You have to be smart, but like if you sent it to 20 people a week.

Grace: [00:44:24] Mm hmm.

Patrick (CEO of WSO): [00:44:25] And you got 10 calls a week. Mm hmm. Imagine how quickly your network would build. Right? And it would be incredible because you literally by the time three or four months passed, you'd be coming into the end of freshman year with several hundred calls that you had done. Sounds crazy. Or maybe not one hundred, but like 50 to 70 like strong calls and strong connections you had made with hopefully notes you had taken in some sort of spreadsheet to keep you. And then and then that's almost enough, like the strongest ones. And then I would never say stop, but that you could you could almost slow down a little bit and continue to do it because then you're going to start actually making connections of like, OK, I spoke with this person at this firm, and then you can start being like, Well, I spoke with X Y Z, and then it becomes even stronger and they're like, Wow, you've already spoken with this person and you're a freshman. That's amazing, you know? Yeah, definitely. Let me know when you're applying and I'll make sure you get an interview. And that's kind of what ends up happening. And then the people who kind of put their head down think, I'm just going to apply. I'm going to get a 4.0 GPA and everything is going to be fine. They get shocked when they don't get picked for an interview. Mm hmm. It's because the people who are doing that type of the type of work that you're that you've already started to a bigger scale, that's the people that get picked for an interview. Mm hmm. So really more than the whole resume review did more than anything, it's going to be about those personal connections you build over this these first few years. So OK. Yeah, shoot that over. To me, I think it sounds fine. I mean, if it's working, we could start literally scaling that up. Can you carve out? Are you working part time at all?

Grace: [00:46:07] No. No, I'm not.

Patrick (CEO of WSO): [00:46:08] Oh, thank goodness. Ok, so you have the five courses. Yes. How many hours a week is that?

Grace:  [00:46:15] It varies. It's been picking up a lot in the past couple of weeks, and I've midterms next week, but probably 20 to 30, maybe

Patrick (CEO of WSO): [00:46:26] More in class or with homework and everything with homework and everything. Yeah. Ok. So twenty, let's say 30 conservatively in midterms is going to go up. Yeah. If you could put in 10 hours, 10 to, I think, 10 to 15 hours a week, and it shouldn't be too crazy now into the, you know, yeah, get your resume going. But then really focusing on networking and building those relationships, I think you're going to be in a good place to land something this summer. Mm hmm. Our focus 100 percent is going to quickly turn from this little resume review and this stuff is going to really quickly focus on networking. How is that going? How many people did you reach out to? And let's talk about behavioral interviews and stuff like that. And then I, while I would invest in financial modeling, training stuff courses, I wouldn't go crazy there. I would give maybe five hours a week to that, three hours a week to that. Mm hmm. Because I think there's going to be more value in terms of building out the network. And then this summer, when you are doing the internship, I would really like have the internship as your one job and then financial modeling. Ok, OK. So that's it. I think for now, any other questions like the cold calling? Yeah, I wouldn't. I think you're going to be much more efficient just using in mail. And by the way, do you have email and or I mean, you can always do connection requests with a personalized message in there?

Grace:  [00:47:52] That's what I've done before. I don't have the LinkedIn premium as of now.

Patrick (CEO of WSO): [00:47:56] You don't need to get it as of now. And by the way, I think you only get like 10 emails anyways, and it's super expensive for each additional email. If you have any sort of restrictions on search, I think it would be worth it, like if you're not able to do interests or something like that or search by saying, I think once you get through the album, I mean, there are so many things you can tap into being in New York like, I don't think you're going to run out and run out. So yeah, how many people should we aim for? What do you think are reasonable in terms of like connection requests?

Grace: [00:48:32] Are you talking about like per week or per week? I'm not sure

Patrick (CEO of WSO): [00:48:40] Because like you could do a filtered search and you'll probably have like a couple of hundred right there and you could literally do a couple hundred in. I don't know. Three hours. Mm hmm. If you have like a specific

Grace:  [00:48:55] Bee asking for a phone call

Patrick (CEO of WSO): [00:48:58] Or that's a problem, right? You don't want to go crazy and do it all at once because then all of a sudden you could have too many calls and you're scheduled to fill up. So I would I would first in the first week, maybe do like 20 or 30. How many convert into calls if only a couple converted into calls and start scaling it up?

Grace: [00:49:15] Hmm. And is it smarter to just directly email them if I know the email format?

Patrick (CEO of WSO): [00:49:20] Yes. Yes. And let me tell you something else, I told one of the other mentees. What are you using? Do you have a application or extension on your email? Are you using a Gmail account?

Grace: [00:49:34] I have an extension where I can see the view and it's been viewed.

Patrick (CEO of WSO): [00:49:38] Do you have something that can pop it back to the top of your inbox if they haven't responded?

Grace: [00:49:44] I think my Gmail has been automatically doing that.

Patrick (CEO of WSO): [00:49:47] Yeah, I would

Grace:  [00:49:48] Say that extension I have. I'm not sure

Patrick (CEO of WSO): [00:49:50] There's something called right inbox, right t right box. And I'll write that here. Use right inbox. Right? What right inbox does? So Gmail will pop something up like should you respond to this person? There's been no response sometimes, but I wouldn't leave it up to Gmail to determine what's important and what's not. Ok. I would use something called right inbox. So along with your spreadsheet, anybody who connects with you and writes you back should be entered into your spreadsheet. Ok, boom works at this bank. Here's their email. Whatever. I mean, once they connect to you, you can look at their profile and get their email out of LinkedIn. I don't know if you knew that.

Grace: [00:50:26] Um, I don't think I did.

Patrick (CEO of WSO): [00:50:29] So there's a profile button, let me see if I can show you here. View more. Save the PDF. Profile safe. Let me see if I can see yours. Yep, right here. Yeah. So like a lot of that's a little trick to get emails. It's it takes a little bit, but you can grab that out and then it's so much better over email if you have that. The problem is sometimes those will be personal emails and they'll be like, Oh, don't email me here. Can you email me at? Yeah, no problem. And then you start emailing them at their work. The beauty of getting it into email is twofold. Number one, they're more likely to read it. Number two, using right inbox or boomerang or one of these other extensions, you put a reminder on it two weeks later or a week later to follow up. Mm hmm. So it's not a one-and-done. Oh, sorry, I don't want to bother you. You know, people are busy like as long as you're following up politely, Hey, just bump this to top of your inbox. I know you're probably super busy. I'd love the chance to chat anytime in time. That's best for you. You know, here's my schedule over the next. And so following up with that one week later and then again three weeks later. Ok, so you'd be surprised how much higher your hit rate. I mean, you're already getting over 50 percent, it sounds like, but I bet you can get that up to 80 90 percent if you're already getting 50 percent, maybe not 90, but maybe more like 70 percent for cold emails. For people who connect to you on LinkedIn, you get the email, get it out of LinkedIn and into email as much as you can. Ok. Not everyone's email will be there, but a lot will. And then from there, if you're using an extension, I think it'll be really helpful to you. So you don't miss. So every day you'll probably have as you start building this every day. Every morning you'll have like reminders of like 10 people last week that never responded to you, pop up into your at the top of your inbox and be like, Oh man, I got to do the follow ups. But then there's templates that you can save in using right inbox. You can be like quick click follow up one follow up one, and you just make sure the names correct on each one. Then you hit send sense and send. It takes you like 20 30 minutes and then you'll be surprised how many more responses you get. Ok, I use something called calendar. I think it's a little bit too forward to be like book time on my calendar when you're like a freshman. So I'm going to say, don't use it really. Just like, but you should obviously have a calendar for yourself to make. You're not late for any of these. And yes, I assume you use Google Calendar or something like that to stay organized. Ok. But yeah, I think go for go for at least 20, maybe 30 this first week and see how many calls you can get set up over the next few weeks. And then if you're only getting a couple of calls like two or three calls set up, go ahead and do another 20 or 30 the following week and maybe another 40 until you feel like, Hey, I'm doing like two or three calls a day. This is getting to be a lot. Then then you can slow down a little bit and then until you find a good cadence where it's like, maybe it's only maybe it's 10 people a day, or maybe not, maybe it's five people a day, or you just do 20 at the end of the week to kind of recycle that and get that next batch going. But it should become a habit. It should be your sixth class and that grade is more important than all of them. Hmm. Ok. Uh-huh. Because it's your future, right? You're not going to take your grades. You're not going to take your grades with you, but you're not going to get paid through your grades. And so it really developing the relationships is I cannot emphasize it enough that this skill set of being able to networking, being confident, asking the right questions, you're going to get better and better and better to telling your story. Your questions are going to get much more nuance, specifically when you see somebody in love fan or you see somebody M&A, you're going to know the type of questions to ask after you've done 20 or 30 of these, or maybe more like 50 or a hundred. So imagine somebody who's going into sophomore summer internship interviews who's done five of these calls or 20 these calls versus somebody who's done one hundred? Mm hmm. Imagine the difference in confidence in terms of knowing the bank. You've already talked to two or three people at that bank you birdie. You know exactly what the different groups are. Mm hmm. And so when you're in these calls, either take notes with your pen in terms of like in one of the most important like in terms of like the group structure culture. Because then you can pull like when you have a specific interview for that firm, you can be like, I spoke with John Smith, he mentioned, and he really emphasized how this you guys have a blah culture. And I think that really is appealing to me. And so it makes your answers so much better because you're like using first-person references. And stuff like that. The other thing you should always, always do on these networks says, thank you so much for your time. This has been really insightful. Do you have anyone else? Do you think that might be helpful for me to speak with? Is there anyone else? And so you're immediately trying to get a warm intro at the end of that call? And it's it can really quickly multiply your network much faster versus always just being a dead end. So people are already hopping on the call. There tend to be more helpful people anyway, so they're usually happy to help. Ok, I'm trying to think what else? I think that's a good start. What do you think? I think so. Yeah, I think you're going to be. I think you're in great shape, think. The other thing is, yeah, don't let me know you can do it on the video up the weekly video update. Just let me know how those initial outreach things are going. And let me know, like hit rate, if it's dropping below 30 percent, 20 percent, if it started to drop below 20 percent, yeah, we should maybe restructure. But if you're getting 40 percent, 50 percent and say, that's excellent, OK, don't let it discourage you.

Grace: [00:56:33] And not necessarily just start with alumni just and I would

Patrick (CEO of WSO): [00:56:38] I would do alum first and well, I want to see your resume, see what the interests are and see if there's anything we could actually search for associations and stuff like that. But yeah, I definitely do. Alum, I would do. There's there used to be something called eighty five broad. I think they change their name. It was a Goldman start, I think, by a Goldman alum. And she started this huge network. I think it might be called women on Wall Street now. Mm hmm. I'm trying to remember, but I can pull it up for you right after, but there's definitely some organizations you should look into early on. Ok. I think there'll be. I think the earlier you're looking, I think it's impressive if you're a freshman. So that's, I think for this week. And, you know, next month when we talk, I'm excited because I hope, I hope when I look at your LinkedIn, it's more like two hundred and fifty connections or three. You know what I mean? That's what I'm because then you'll be on your way. Mm hmm. And I'll make sure you have access to this session one plan so you can check things off and stuff like that. That sounds good. Yes. Sounds good. Any other questions at all about any of this?

Grace: [00:57:46] Oh, I guess one other question about my resume. The part with the modeling at the end. So last Saturday, actually, the finance club had pillars of Wall Street come in and do like a day long seminar that I went to on valuation and modeling. So it kind of reinforced a lot of what I read over the summer. Is that something I should put ad in there?

Patrick (CEO of WSO): [00:58:08] You can. I think it's more powerful to give the number of hours you do self study, but I think for now again, you change the company valuation to financial modeling and you can do the self-taught Rosenbaum Pearl. But you know, DCF. But I would also include, like I said, the three statement stuff there. And you can say also and plus attended, you know, investment banking seminar. And that would actually be good to get investment banking, those words in there. And it's not so much important that. You have the name of who did it, it's that you have the concepts there because it's the buzzwords and they're going to know, OK? She took a day thing she self studied, but like, maybe what you do is you leave off the number of hours of self study until you're really confident, OK? And. I may maybe not next session, but the session after that I may want to do some technical interviews with you, like spend maybe 20 minutes going over some technical stuff. I don't want to put that pressure on you right now because I think you're going to have more given how early you are in the process. I think you're going to have more value add focusing on building out that network first. Ok? Because that's going to lead more directly to an internship this summer. Mm hmm. That's my goal. Yeah. It can be a tiny little iby boutique. It can be anything. It doesn't have to be a super, you know, doesn't have to be a bullet bracket, any sort of thing. Freshman summer that's somewhat relevant is just gold for your resume. I'm going into sophomore year, so that's why I'm like, maybe your family will let you stay in New York if you have to. But yeah, let's aim for Baltimore, D.C. first.

Grace: [00:59:46] Ok, cool. Yes. Yes.

Patrick (CEO of WSO): [00:59:48] Thank you. Anything, anything else on that and by the way, the stuff with the resume, I'll get back to you quickly on that because I know you're going to be wanting to use your resume. So like if you turn that in within the next week, I'll jump in and take a look and get you some feedback. Ok?

Grace:  [01:00:03] And I generally shouldn't put my resume when I'm cold emailing, Patrick (CEO of WSO): [01:00:06] No, no, no, no, not yet. No. I think just give a quick summary. And again, you can send that to me and I can give you a quick update. But yeah, I think that's they'll typically ask for it soon after, though, like if they wanted me and then so you want to be ready with it? Ok. So yeah, I think that's it. I'm excited. I think it's good. You've gone to the seminar, you're getting in all the right groups. But again, school schools like think of it as one tenth of one percent of what really matters in terms of the networking and stuff like that, it's good to get introduced to some alums in person. But if you can put in the legwork to do it yourself, you're going to be much, much better off.

Grace: [01:00:46] Mm hmm. All right. Sound good. Yes. Sounds good.

Patrick (CEO of WSO): [01:00:50] And we could and we can talk a little bit about that when you start actually having these. If you're nervous about like the actual in-person in terms of like attire, it's just business casual typically. Hmm.

Grace: [01:01:00] I've done two of them back in Baltimore before. So, you know,

Patrick (CEO of WSO): [01:01:04] If you know what it's like, how did those go? How did you feel about those?

Grace: [01:01:07] I felt really well about them. They were both people I had close connections with. So one of them actually went to my high school and the other one was a connection through that. So they were both people I felt very comfortable with.

Patrick (CEO of WSO): [01:01:21] Awesome. Ok, so it wasn't like intimidating, they were very open about what they did, where they were in investment banking,

Grace:  [01:01:28] Private equity,

Patrick (CEO of WSO): [01:01:29] Private equity, OK, where did they do banking first and then go pee?

Grace: [01:01:33] No, neither of them. They were both kind of came in from non-traditional paths and they went straight into private equity at undergrad, Though not right out of undergrad. They had other things first and then ended up

Patrick (CEO of WSO): [01:01:43] Their corporate finance, corporate dev stuff like that.

Grace: [01:01:46] Ok, yeah, I'm having trouble remembering right now.

Patrick (CEO of WSO): [01:01:49] That's fine, but that's I mean, that's. Don't let those connections go. I mean, they're the strongest connections. You know, the plan to kind of keep them up to date on how you're doing stuff like that. Mm hmm. Ok. Yeah. Don't let those make sure they're in your database to and your spreadsheet. And oh

Grace: [01:02:05] Yes, they

Patrick (CEO of WSO): [01:02:05] Are OK. And you know, you don't want to hit them up every month. But I think every third month is it's a pretty good cadence to kind of just give them an update of where you're where you're at, like as you're finishing each, as you're finishing each semester and or, you know, once you land an internship and you're excited. Let them know how it's going and thank them for their time again. Anything you can kind of pull back from your conversation you have with them, that was helpful. I think would be great. Ok, OK, well, I'm excited for you. I think you are in a great seat. I can tell you you're early enough where you have you're going to have a much easier time, I think building that path. The other guy is Andrew Andrew's kind of like between sophomore and junior year. He's getting some internships and getting a lot of interviews. But like, I had to have emergency sessions with him already, like twice because he's landing all these interviews right now, which is good. But it's like, I feel like we haven't had enough time to really prep, but I think he's in good shape. And then the other, it's Ben is in great shape. He has like a really good alumni base. He's a University of Texas. I actually should introduce all of you guys. I'm going to I'll do an email to all of you so you can kind of know each other and give feedback and give advice. And then John is at an on target in California. He's in the hardest seat because he is in his senior year and is now a full time offer. So his the clock is ticking like really fast for him. And so he didn't know as much as early as you did. So he's in a much tougher spot, but we're going to try to get him placed. We'll see. Cool. Any other questions before we call it?

Grace: [01:03:49] I don't think so.

Patrick (CEO of WSO): [01:03:50] Ok, awesome. Well, then I look forward to seeing your video updates, your new resume. Any sort of templates you have and I'll try to get back to you within a few days so that you can keep going.

Grace: [01:04:01] All right. Great. Thank you.

Patrick (CEO of WSO): [01:04:02] Thanks. Talk soon.

Grace: [01:04:03] Ok, yep. Ok, bye.

Patrick (CEO of WSO): [01:04:06] Listeners at Wall Street Oasis If you have any suggestions whatsoever, please don't hesitate to send them my way. Patrick at Wall Street Oasis. And till next time.