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Management Consulting N/A
New mentor!
Member since 2025
  • Philadelphia
  • Chicago
  • ,
  • New York City
About the mentor

My #1 goal is to create value for students, including academic achievement and real world application, whether it be classwork / test preparation, resume / interview coaching or career advice - I am results-driven and want my students to succeed! My education background includes a BA from the University of Illinois (Dual Major - Accounting and Finance), a MBA from Baruch College's Zicklin School of Business (Full-Time Honors Program) and previous technical certifications including Series 7 and 63 Licenses and A+ and MS Networking. I have trained students in formal business classroom settings, as well as mentored and trained junior employees throughout my career.

My early career included being an Accountant at GE Capital and Corporate Trainer for MS Office applications. From there, I moved into Business Development and then pursued my MBA to break into Investment Banking, where I enjoyed a 12+ year career of consistent promotions while gaining extensive experience and deep expertise in business and finance, including 50+ deal engagements aggregating over $7.0B in transaction value. My core competencies and areas of focus for students include:
- Sourcing / new business development
- Project / process management
- Strategic business planning
- Situation analysis / critical thinking / case studies
- Negotiation and transaction execution
- M&A, equity and debt financings, restructuring
- Marketing materials / pitch / presentation preparation
- Valuation analyses / financial modeling / forecasting
- Financial planning, investment analysis and decisions
- Financial accounting (Income Statement, Balance Sheet, Statement of Cash Flows)
- Entrepreneurship and new business start-up considerations
- Mentoring, career counseling and coaching

I look forward to connecting and helping you along your journey!

Expertise
  • Investment Banking
  • Accounting
  • Corporate Finance
  • Other
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.

Frequently Asked Questions

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