The Coffee Chat by Adventis

Ep. 26 - Why I Left Investment Banking


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In this episode of The Coffee Chat Podcast, our guest Wayllon Lu shares his journey from discovering finance in high school to landing a role at a top investment bank — and why he decided to leave the traditional Wall Street path for a leadership role in corporate operations. We explore lessons from non-target school recruiting, networking strategies that actually work, the balance between technical skills and personality in interviews, and what it really takes to thrive in high-pressure environments.

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Wayllon Lu

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