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Investment Banking Retired
Investment Banking Retired
Excellent
5
3Sessions
Member since 2024
  • Saint Petersburg
  • Chicago
  • ,
  • New York City
About the mentor
  • Steve is a seasoned investment banker with over 20 years of experience on Wall Street:  Mergers & Acquisitions / Equity / Debt / Financial Sponsors / Private Equity
  • He has worked at both bulge bracket banks such as UBS and Deutsche Bank as well as top middle market banks like Oppenheimer, where he served as a Managing Director in the M&A group and also headed the Financial Sponsors Group.
  • He’s completed over 100 transactions over two decades in banking and has had responsibility for recruiting, training and mentoring junior bankers in each of his roles. Many of Steve’s analysts and associates have gone on to prestigious firms such as KKR, Jefferies, Moelis and JPMorgan and achieved Managing Director status.
  • Former CPA, started career at KPMG
Expertise
  • Accounting

Reviews for this mentor

I came from a non-finance background at a non-target school and had already graduated when I joined WSO Academy. He was an incredible mentor throughout my journey. He brought a wealth of knowledge and experience to every session and was deeply invested in my success.

We worked through mock interviews together, and he helped me think strategically about my recruiting approach and long-term career path. His guidance played a meaningful role in helping me land the role I have today.

I would highly recommend him to anyone looking to break into deals or pivot within the finance space. Thank you!


 

 

I also did want to take the time to mention that one of the mentors was especially helpful in my preparations for my Oppenheimer interviews. Even though I was introduced to him relatively late in the process, I was struck by how much he took a genuine interest in my (and I'm sure his other students') success. For example offered guidance during very impromptu phone conversations (without even counting them toward the 24-hour mentor limit) and made an effort to connect me with key people at Oppenheimer (ex. Head of IB at NY). Even after the Super Day was over, he would take the time to send me a couple of job postings to make sure I was continuing to apply (and relying entirely on one firm). I feel that I owe a lot of my fortunate outcome to him.

He is highly experienced in coaching students and professionals, leveraging over 20 years of investment banking experience. When coaching on behavioral questions, he explains how responses are likely to be perceived by bankers and highlights what they are specifically looking for in candidates. He provides direct and actionable feedback, which is critical for refining and improving interview responses. With his extensive expertise in investment banking, he also offers deep insights into industry knowledge and the nuances of various industry groups, making him particularly valuable when preparing for group-specific interviews or targeted networking conversations.

What is WSO Academy?

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