Hi! My name is Dana Wu, and I’m currently a Corporate Development associate at WHP Global. Previously, I was an investment banking analyst within Stifel’s Leveraged Finance group based in New York City. I graduated from U.C. Berkeley in 2020 with a B.A. in Economics, a Minor in Political Economy and a Certificate in Entrepreneurship and Technology. I pursued a career in finance because I first and foremost wanted a challenge. I was attracted to the constant learning opportunities and responsibilities I’d be afforded in a fast-paced and high-pressure environment, all while having the chance to impact a company’s future and growth. More than happy to chat and answer any questions related to exploring IB, interviewing, recruiting for the East Coast from a West Coast school, and how to navigate any other situations that may arise.

Hi! My name is Lizzie Reedy, and I am an investment banking analyst at Perella Weinberg Partners. I played golf at the University of Richmond and graduated in 2021 with B.S. in Business Administration with concentrations in Finance and Marketing. Coming from Atlanta, GA, I had little prior knowledge of Wall Street. However, I was hooked once upperclassmen mentors opened my eyes to what a career in finance would entail. The depth and breadth of learning opportunities that banking provides to a twenty-two year old is unparalleled. Also, the thought of mastering a new, highly marketable skillset appealed to me because as a student-athlete, I constantly strive to improve. I would not be where I am today if not for gracious mentors that selflessly guided me through my process. I want to be that person for you. As a woman coming from a non-target school who had little free time outside of classes and tournaments, I will advise on how to craft your story and how to efficiently prepare for technicals in order to set yourself apart from the stack. I am passionate about paying it forward and would love to help anyone obtain their dream internship/job in finance.

Hello! My name is Michael Zhang. I’m currently a strategic finance senior director at GoGuardian. Prior to GoGuardian, I spent time as a tech growth investor at Sumeru Equity Partners, buyout investor at H.I.G. Capital’s Advantage Fund, and leveraged finance investment banker at Nomura. I’ve always been passionate about business, and I initially pursued finance for the opportunity to interact with a wide array of companies, industries, and management teams. After spending 5 years in finance, I decided to switch over to an operator role at GoGuardian to get closer to the ground in terms of driving change and creating value within businesses. As both LGBTQIA+ and a minority, I’m excited to share my experience with you as you evaluate potential career paths within investment banking, private equity, and/or corporate finance as well as provide any help with interview prep.

Hi, my name is Hunter Jamison. I am currently an analyst at Performance Trust Capital Partners in Atlanta Georgia. Prior to working at Performance Trust, I worked at SunTrust. I graduated from the University of Maryland with a BS, double majoring in Finance and Economics. I became interested in finance when I realized that every business, from a local coffee shop to Amazon, must account for their finances to be sustainable every day. Investment banking recruiting is a very competitive process that is beginning earlier and earlier in a student’s college career. However, it is not impossible to get into investment banking out of college without an investment banking internship. It is an up-hill battle, but there are many ways to break into the industry with a non-traditional background. If you are someone who might be “late” to the investment banking process, I can be a great resource.

Hello! My name is Joe Wen, and I’m currently an Associate in the Strategic Equity Solutions group at Bank of America, located in NYC. Prior to joining Bank of America, I was an analyst in the Equity-Linked Origination group at RBC Capital Markets. I graduated from Washington & Lee University in 2019 with a B.S. in Business Administration and a minor in Computer Science. I decided to pursue a career in finance because I wanted to be in a work environment where I can be given significant responsibility at a junior level and also be surrounded by intelligent and driven people. From my own experience, I understand the importance of mentorship given how daunting and exhausting the recruiting process can be, and I would love to chat with you about career aspirations / networking tips / interview prep / or anything else that’s helpful to you, at any point of your journey.

My name is Kyle Doran. I am currently an Associate with Nonantum Capital Partners, a private equity firm based in Boston. Prior to joining Nonantum, I was a consultant for McKinsey & Co in Atlanta. I graduated from Johns Hopkins University in 2018 with a BS in Mechanical Engineering and a Minor in Entrepreneurship and Management. While attending Johns Hopkins I was a member and captain of the basketball team. I did not know I wanted to get into consulting or finance early on in college and majored in a completely different field of study. I ended up at McKinsey through cold calling and emailing current and former employees. I owe it to all of them to help as many people as possible. I am always happy to chat through your next steps and hope that once you land your position that you will do the same.

My name is Harsh Shah, I am an investment banking analyst at Barclays in the Toronto office. I studied Medical Science during my first two years and Business Administration for my last two at Western University and the Ivey Business School. I found a passion for business through my first part-time job selling Canadian Tire credit cards at their gas stations. Prior to IB, I interned at a tech VC fund. I’m convinced you can achieve anything as long as you believe you are capable of it. Feel free to reach out to me for recruiting advice (I’ll be particularly helpful to those recruiting from a science background) or even if you just want to chat about life!

My name is Sam Lampert. I’m currently a private equity associate with ORIX Capital Partners in New York. Prior to OCP, I was an investment banking analyst in the global industrials group at Jefferies in NYC. I graduated from The University of Colorado at Boulder in 2017 with a degree in business administration with a concentration in finance. Growing up in Denver and staying in the state of Colorado for college, investment banking and working on Wall Street were not on my radar as a potential career path when I started at university. I secured an internship at Jefferies my junior year and fell in love with the level of exposure I had to management teams and the amount of responsibility I was given. After two years at Jefferies, I found myself wanting to work with companies on a longer-term basis and made the switch to PE. I’m happy to hop on the phone to discuss career aspirations or share more about my journey to banking from a “non-target school”.

My name is Spencer Korek and I am a private equity associate at New Mountain Capital. Previously, I was an investment banking analyst at Jefferies in NYC where I worked in the Global Industrials Group, primarily focused on Services. I graduated from The Wharton School at the University of Pennsylvania, concentrating in finance. I pursued a career in finance because I enjoy learning about different types of businesses / business models and love the fast-paced nature of the industry. I’m happy to chat about preparing for an interview, an internship, resources to learn more about finance and various career paths within the industry.

Hello! My name is George Kang and I am currently a private equity vice president at BRS & Co. in NYC. Prior to my time at BRS, I was an investment banking associate in the Global Industrials Group at Jefferies in NYC where I also spent three years as an analyst. Prior to Jefferies, I spent two years as a credit risk analyst at UBS in NYC after graduating from Cornell University in 2012 with B.S. degrees in Finance and Marketing. I always knew I wanted to pursue a career in finance but was unclear what I was exactly looking for. I look forward to sharing the lessons learned from my serpentine journey, offering advice on how to navigate the path from the middle-office to the front-office to the buy-side and helping identify where to even begin the process. Additionally, I am currently pursuing my part-time MBA at Columbia Business School and I am more than happy to answer any questions around the business school application process and what business school entails.

My name is Ben Wen, and I am a first-year Analyst at the Jefferies SF Technology team. I originally grew up in China and recently graduated from Babson College with a concentration in Finance. I decided to start my career in investment banking because of the fast-paced nature and broad base exposure the position offers. However, I didn't go through the conventional "internship to full time" path because I started recruitment late. I'd love to help you with your full-time recruitment journey, from networking strategy to interview prep.

Hey! My name is Dennis Cherian and I’m an analyst at RRE Ventures. I graduated in 2021 from Villanova University, where I studied finance. I’m originally from East Brunswick, NJ but I have previously lived in Philadelphia, Austin, and Dallas. I chose to go into consulting after graduation in order to get exposure to different industries and travel to some new places (then covid happened, so I got to see some zany new Zoom backgrounds instead). Now I work in venture capital and help invest in Pre-Seed, Seed, and Series A startups. Happy to chat with anyone who wants to break into venture or start a startup.

Hi there, I'm Daisy Wu! I am currently an strategy management consultant with Humans Matter. Previously, I was an investment operations associate at MarketX Ventures, a private capital investment platform focusing on pre-IPO and growth-stage deals. I graduated from the Michigan State University in 2021 with a master's in accounting and information systems degree. I pursued a career in finance because I am genuinely curious about the intersection of capital investment and social impact. As a candidate from a non-target school, a woman, an international student, and a person of color, I am able to provide advice on how to get your foot in the door as a minority, leverage the PFF network, or join and thrive at a VC/ PE startup or consultancy.

Hello! My name is Brynn Jackel, I’m an associate at Gridiron Capital in New Canaan, CT. Prior to joining Gridiron, I was an analyst at Wells Fargo in the Industrials investment banking coverage group in NYC. I grew up in Worcester, Massachusetts and went to Wake Forest University for undergrad where I majored in finance with a minor in entrepreneurship. I was drawn to investment banking for the opportunity to gain a skill set in financial analysis in a teamwork-based environment, and later transitioned to private equity seeking longer-term relationships with companies and more hands-on operational experience. I never had a grand 10-year plan and have figured it out as I went along, but I was lucky enough to have some awesome mentors from college and Wells who helped me better understand the paths and process, and most importantly prepare for interviews. I’d love to be able to do the same for others pursuing a career in finance, so please reach out to me and I’m happy to be a resource however I can!

My name is Val Ayer. I'm a 4th year consultant in Deloitte's Strategy Consulting practice - I've worked on a number of different types of engagements from full-on strategy development and transformations, to customer segmentations, to integration planning for a merger. I pursued a career in consulting because I wanted to be directly involved in the decision-making process for issues that are top-of-mind for executives, while driving real impact. Prior to Deloitte, I graduated from Boston University in 2018, a decidedly non-target school for Deloitte, so I know what it's like to apply without the robust interview support a typical target school applicant would receive. I'm 100% happy to chat about anything from the philosophical (e.g., "why consulting?") to the nitty gritty (e.g., "what is a case interview?", "how do I go about practicing for a case interview?"). All you have to do is reach out!

My name is Tim Peyser, and I currently work at Piper Sandler covering financial services as an investment banker. Previously, I spent two years at RSM advising private equity clients in a consulting capacity. I joined RSM after graduating from the University of Richmond ('19) where I majored in international business and finance with a minor in French. I have worked in a number of roles in finance from boutique venture capital to Morgan Stanley's wealth management practice and would be happy to be a resource to you.

Hi, my name is Kolby Williams. I am currently a Senior Underwriting Analyst at Freddie Mac in their Targeted Affordable Housing (TAH) group. Prior to Freddie, I worked at The Warrenton Group, an affordable housing development company in Washington, DC. I graduated from the University of Richmond in 2019 where I received a B.A. in sociology and played football. I pursued a career in real estate finance and particularly affordable housing because of my interests in real estate and helping people at mass scale. As a candidate who didn't major in business/finance/accounting and was a student-athlete, I see myself a resource for those with similar backgrounds/interests and would be happy to provide advice on how to leverage non-traditional backgrounds to get a foot in the door and navigate the real estate finance industry.

My name is Anne Alexander and I’m a consultant in Accenture’s M&A Life Science Strategy group. I assist life science firms with strategic transactions that transform them into more successful entities. I graduated from the University of Texas at Austin with a double major in Business Honors & Finance. A restless academic, I decided that a career in consulting would slate my thirst for continual learning by exposing me to a broad range of industries and functions. Although I went into recruiting slightly underprepared, I quickly learned the process to secure multiple offers. As one of Accenture’s I&D recruiting chairs, I’m passionate about helping others navigate the challenges of consulting and the recruiting process. I try to empower my clients, peers, and students with the knowledge that they can achieve their goals, whatever they might be.

My name is Carlin Lynch, and I am a 2018 graduate from the University of Richmond. At UR, I studied business administration with a concentration in finance and an English minor. I’ve worked at B. Riley Securities for ~3 years, first in equity research, and now as an investment banking analyst in the sustainability practice. My road to financial services has not been a straight one, and I am happy to help those with non-traditional resumes craft a narrative and a plan. Originally convinced I wanted to be in industry, which led me to an internship at J&J, I realized senior year, after my classmates already had locked up job offers, that I wanted to be in finance. By crafting the right narrative and having the right support system, I was able to land a job. If you realized “late” that you wanted to be in finance, feel free to reach out!

My name is Sumer Aggarwal and I currently work in Chicago, IL for Brookfield Properties doing Real Estate Development. I decided to seek a career in commercial real estate development & investments as I found this track to be the perfect mix of finance, strategy, architectural design, and project management. If you want to learn more about a potential career in commercial real estate or what I do, please don't hesitate to reach out!