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Investment Banking Director
Investment Banking Director
Excellent
5
10Sessions
Member since 2022
  • New York City
  • New York City
About the mentor
  • Senior Director in Industry coverage
  • Experience executing M&A and Capital Markets transactions for a broad range of clients including global strategic players and private equity investors.
  • M&A experience with deals ranging from $200mm to >$5bn+ EV
  • Former staffer, current Chief Development Officer, Senior Chair for RBC junior banker advisory board, recruiting lead for select target schools.
  • Previous coverage and M&A roles at RBC, Houlihan Lokey, Nomura Securites, Macquarie Capital, Goode Partners, Access Industries, Fortress Investment Group and PwC
  • Experience at bulge bracket and middle market firms
  • MBA from University of Michigan
  • CPA, Series 63 and 79 Holder
Expertise
  • Investment Banking
  • Private Equity
  • Accounting
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
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.

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