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WSO Podcast | E144: A 30 Year Career -- MD at Merrill, Credit Suisse Prop Desk + Starting his Own IB

WSO Podcast

About

In this episode, Ken Margolis, Partner of Castle Placement walks us through his 30-year finance career. We learn how he quickly moved from Audit at Arthur Anderson back in the 80s to structured finance with Soloman Brothers as his first client, how Credit Suisse (then First Boston) made him an offer he couldn't refuse to jump ship, how he survived multiple crises and layoffs and why he ended up transitioning to Merrill in 1999. Listen to hear about his long successful run there, all of the different groups he worked in, what he liked best and why right before the great financial crisis he decided to leave and set up his own business.

WSO Mentor

Want to work with Ken? Check out his profile here!

Or Listen to the Podcast Here:

Apple Podcasts - https://podcasts.apple.com/us/podcast/wall-street-oasis/id1463441793
Spotify  -  https://open.spotify.com/show/7nQxuApNXFkUSvojQGKyAQ?si=GrYh2zIHSsub8S8xIX0PjQ
Stitcher - https://www.stitcher.com/s?fid=413258&refid=stpr

Resources:

WSO Video Library (300+ full webinars and their ppt/excel files): http://www.wallstreetoasis.com/wall-street-videos 

WSO Courses: http://www.wallstreetoasis.com/guide-to-finance-interviews 

WSO Resume Review: http://www.wallstreetoasis.com/wso-finance-resume-review 

WSO Mentors: http://www.wallstreetoasis.com/wall-street-mentors-finance-mock-interviews

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