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Investment Banking CEO
Investment Banking CEO
New mentor!
Member since 2026
  • Las Vegas
  • New York City
  • ,
  • Los Angeles
About the mentor

My background is a combination of military leadership, institutional finance, entrepreneurship, and coaching. I graduated from the United States Military Academy at West Point, served as an Army officer, earned my MBA from Columbia Business School, and became a CFA charterholder. Professionally, I have worked across investment banking, hedge funds, private equity, family office investing, capital markets, and public-company board service. I have also founded and built businesses, advised companies, raised capital, evaluated investments, and worked with executives, entrepreneurs, investors, and students at different stages of their careers.

I coach because I enjoy helping talented people turn ambition into practical progress. Early in my career, tutoring for Kaplan and The Princeton Review taught me how powerful the right explanation, structure, and encouragement can be. Since then, I have mentored students, professionals, founders, and finance candidates who needed help clarifying their goals, strengthening their skills, and communicating with more confidence.

My coaching style is direct, practical, and supportive. I do not believe in generic advice. I try to understand where someone is starting, what they are trying to achieve, and what is blocking them. Then we build a clear plan, strengthen the fundamentals, practice the hard parts, and connect the work to real-world outcomes. Whether I am coaching finance, private equity, asset management, CFA preparation, AI for business, or career development, my goal is the same: help clients think more clearly, perform better under pressure, and move closer to the opportunity they want.

Expertise
  • Investment Banking
  • Asset Management
  • Private Equity
  • Hedge Fund
  • Private Credit
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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