20+ years of investment banking and wealth management experience on Wall Street, with another 8+ as a hiring manager. MBA from Harvard University. Experience - Managing Director, Wells Fargo Securities - Wealth Management, Morgan Stanley - Director, UBS Investment Bank - Executive Director, The PrinceRidge Group - Sr. Vice President, FBR - Dresdner Kleinwort Wasserstein – Associate - US Army — Airborne Combat Engineer Officer (West Point graduate) Signature Strengths - Interview mastery (behavioral + technical) — hired 30–40 bankers per year and chaired Super Day decision meetings - Resume & deal-story precision — reviewed several thousand resumes and led resume-selection committees - Career strategy for banking — breaking in, progressing, and mapping long-term roles - Leadership development — confidence, communication, stakeholder management & promotion readiness


20+ years of investment banking experience on Wall Street, with strong expertise in M&A, equity, debt, financial sponsors and private equity. MBA from Cornell University. Experience • M&A Director — Catalyst Strategic Advisors • Managing Director — Oppenheimer & Co. (M&A / Financial Sponsors), New York • Director — UBS, Chicago • Vice President — Dresdner Kleinwort Wasserstein • Associate — Deutsche Bank (M&A – Financial Institutions) • KPMG — Senior Accountant / Consultant (CPA) Signature Strengths • Hiring-manager perspective — recruited & developed Analysts and Associates across top platforms • Interview expertise — behavioral + technical drill-downs tailored to each candidate • Resume and deal-story overhaul — ensures instant relevance to M&A bankers • Career pathing — helping career-switchers, graduates, and mid-career professionals land roles and accelerate progression


35+ years of experience as a founder, investor, advisor, and consultant across private equity, venture capital, investment banking, and management consulting. CFA charterholder. Experience: - Moser Capital — Managing Partner, New York - Robeco — Managing Director, Hong Kong - Blackstone — Managing Director, New York - AllianceBernstein — Director, New York Signature strengths: - Reviewed hundreds of resumes across startups, finance, and consulting — knows how to position candidates to stand out - Guided hundreds of professionals through career transitions - Background in VC & PE, mentoring on career moves and leadership - Specialist in salary negotiation and compensation strategy


10+ years of investment banking and private equity experience, having transitioned from software development. MBA from Dartmouth University. Experience - Partners Group — Private Equity Direct Investments, Singapore - Goldman Sachs — Investment Banking Associate, New York - UBS — Investment Banking Associate, New York - Deutsche Bank — Assistant Vice President, Singapore Signature Strengths - Conducted 1,000+ IB & PE interviews — knows exactly who gets offers and why - Screens resumes and deal stories with precision — helps candidates stand out instantly - Deep experience coaching behavioural + technical interviews

