Wall Street Oasis

In this episode, Howie shares his story as an immigrant moving to the United States when he was 15 years old. Learn how he picked up English so fast, how he did so well in high school, how he became the first member in his family to attend college, how a back office internship at a bank opened his eyes to investment banking and how he ended up landing that first IB internship. We hear about how he converted the internship into a full time offer and his risky approach that paid off during private equity recruiting.

In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying. Listen to hear why he's headed to Hawaii for a few months and the advice I give him in his ever shifting plans.

In this episode, Dave, aka CertifiedFinanceAce, shares his winding path and how he has found a great career as a senior valuation associate making over 10 times what he did just 5 short years ago. Listen to hear how the Great Financial Crisis in 2009 rocked his family life and his outlook, why he decided to start attending community college, how he transitioned to a 4 years school and managed not to take on any debt, how internships and the CFA helped open doors and the one strategy he has used to make almost every transition possible, including the latest to a senior valuation associate role where he is given a lot of autonomy and loves his job.

In this episode, Yuriy shares his path from Boulder to operations at Goldman in Salt Lake City back in 2007. Learn how he survived job cuts and got promoted and why he eventually decided to get an MBA at Insead. Hear how he graduated with an MBA unemployed but then how he was able to get his foot back in the door at an unexpected team, only to be promoted again to a front office trading position on the fixed income desk. After 4 years, we learn why he risked it all to join a small 4 person start-up trading cryptocurrencies and how that lead to his current role as Head of Trading at the fast growing startup called Anchorage. 

In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs, summer analyst recruiting and a plan for him as he enters a critical juncture in his Sophomore year.

In this episode, EquityTrader shares her path from a Masters degree in France to working in FX Sales in Belgium. We learn why she was so confident quitting, how she ended up in Germany at a French bank working in Asset Secured Financing Sales and finally, what lead to the most jump to work in London as an equity trader over the past three years. 

In this episode, Chris shares his winding path from the University of Miami all the way to his current role as an investment analyst at Titan, a fast growing fintech firm. We cover a lot in this episode:

Hear about his role in the back office at a bulge bracket investment bank, Why he was trying to get out before his role even started, How he transitioned to a boutique investment bank on the west coast, What he did when that blew up How he was duped into taking a CorpFin position that promised the world His amazing experience working at a family office His quarter life crisis and finally His new investment analyst role at Titan

Buckle up and enjoy!

In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and what her plans are for Junior Year since she already has her Blackstone internship lined up for next summer.

In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.

In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn about his upcoming SIE, Series 7 and Series 66 exams, but one major piece of news looms large and may change everything.