Ryan graduated from the University of Michigan with a B.S. in Computer Engineering and also served in the Marine Corps. After the Marine Corps, he received his MBA from Vanderbilt University and went on to work as an M&A banker at Houlihan Lokey. After receiving instructor training, he taught leadership and tactics courses for post-college new officers in the US Army.

In the three years he served in that role, he was promoted to senior instructor and awarded top instructor honors multiple times. He has a passion for teaching and has spent over 2,700 hours coaching students over the last 5 years, and is one of the most experienced coaches on our team.

Jacob graduated from Emory University’s Goizueta Business School in 2017, where he majored in finance. Following graduation, he worked as an investment banker at HSBC in New York, focused on cross-border M&A transactions across a range of industries. Most recently, Jacob was a private equity associate at H.I.G. Capital, a global middle market private equity firm with nearly $60 billion of capital under management. He led the internship and first-year analyst training programs at HSBC and has extensive experience helping undergraduate students with investment banking recruiting.

Dan is originally from New York and attended the United States Military Academy for undergrad. He served as a Black Hawk helicopter pilot in the U.S. Army for 8 years before attending Duke University for his MBA. Dan has worked in the Industrials group at Bank of America for the past four years, and has experience in a wide array of transactions including sell side/buy side M&A, debt issuances, IPOs and spin-off. Dan has also led MBA recruiting efforts for Duke University for the past 3 years, resulting in 8 Duke MBA candidates receiving offers from BofA Industrials. Over the course of his 4 years at BofA, Dan has conducted hundreds of coffee chats, mock interviews and real interviews for both analyst and associate candidates. He is well versed on a range of technical and behavioral topics a candidate can expect to encounter during an interview process, as well as strategies for prep and responses.

Rene graduated from the University of Texas at Austin with a BA in Economics, and an MBA from Emory University. Rene began his investment banking career with Bank of America both in NYC and Houston, where he covered Energy and Industrials. While at BofA, he worked on over $25Bn in transactions including the largest energy asset sale to date, and a Reverse Morris Trust. After BofA, Rene led M&A for a Clearlake Capital backed industrials company, completing four acquisitions, one divestiture, and close to doubled EBITDA. Rene then went to Memorial Hermann Health System where he helped manage a nine figure fund making direct investments in early-to-late-stage health tech and healthcare companies. Rene has since co-founded an education technology startup in Houston, TX, where he lives with his wife and three sons. While at Emory and BofA, Rene passionately led recruiting and preparation efforts for investment banking, and has extensive experience at both the undergraduate and MBA levels.

Heather worked as an Associate at Barclays in the Healthcare group in NYC for 3 years. While there, she led her team’s Associate recruiting / interviewing process and served on the Analyst recruiting panel. Additionally, she frequently conducted mock interviews to prepare students to recruit for investment banking as an alumni of Emory University. Since leaving Barclays in mid-2023, she has worked in Venture Capital investing for a large health system’s VC arm in Houston.

Tatiana studied economics in Lima, Peru, and received her MBA at Duke Fuqua. Throughout most of her pre-MBA career, she has worked in the financial industry, holding roles such as trader and buy-side investment analyst. After completing her graduate studies, she started working full-time on the M&A team with Bank of America. One of her passions is helping others, particularly through education. She has served as a teaching assistant in various courses, including Microeconomics, Accounting, Corporate Finance, and Financial Statement Analysis. Additionally, she has assisted students with interview preparation and conducted mock interviews for various positions.

Jonah is an Investment Professional at Deep Ocean Partners, a credit platform based in New York City. Prior to that, Jonah spent five plus years in investment banking covering financial technology and financial institutions having closed over 15 M&A transactions totaling more than $8 billion at UBS Securities, Wedbush Securities, and Janney Montgomery Scott. Jonah’s executed transactions include advising Permira on the acquisition of Reorg Research (undisclosed), advising Motive Capital on the $2bn acquisition of Forge Global, and advising WSFS Financial on the $1.5bn acquisition of Beneficial Bancorp. Jonah has helped numerous individuals break into Wall Street and continues to act as a mentor for all who wish to remain in touch and use him as a resource. The Hyatt career center at Brandeis University where Jonah completed his BA in Economics, has brought him back to speak numerous times to teach student how to successfully navigate a super day as well as how to network and break into Wall Street.

Lorenzo is a Principal on The Rockefeller Foundation’s Innovative Finance team. In this role, Lorenzo helps lead the Foundation’s program related investment work, which consists of a growing portfolio of investments that support the Foundation’s philanthropic goals within climate finance. Prior to joining the Foundation, he was a member of the Higher Education, Non-profit, and Academic Medical Center finance teams at J.P. Morgan Securities and Barclays Investment Bank. As an investment banker, Lorenzo provided strategic advisory services to clients, leading to over $25 billion in senior-managed corporate and municipal bond offerings, including Green Bonds and Social Bonds. Lorenzo is a proud alum of Sponsors for Education Opportunity’s (SEO) Career Program and has served as a part-time career coach with the organization since 2012. He holds a B.A. in financial economics with honors from the University of Rochester and is a CFA charterholder.

Sohail is currently an Investment Banking Analyst at Raymond James in their Diversified Industrials Group. Sohail’s experience at Raymond James includes numerous live deals, covering strategic and sponsor clients. Sohail has also been heavily involved in Raymond James’ recruiting process; he has been heavily involved in multiple superdays as well as serving on its lateral hiring recruiting panel. Sohail’s experience prior to Raymond James includes working full-time for IBM, working as a summer intern at FT Partners and interning at Momentum Cyber. He will be working at H.I.G. Capital as a Private Equity Associate after he finishes his analyst program at Raymond James.

Raj graduated from Indiana University’s Kelley School of Business with a degree in finance in 2019. Raj began his career in accounting working on the controllership team of a large medical device company which was acquired by Baxter Pharmaceuticals. Knowing that he wanted to work as an investment banker, Raj transitioned to B. Riley Securities, a boutique investment bank working as a generalist on both debt and equity transactions. After gaining initial transactional skills at B. Riley – Raj transitioned to his role as an analyst at Guggenheim Partners, where he was a member of the private equity advisory group for two years. The private equity advisory group primarily focused on sell-side M&A transactions for private equity groups selling to other private equity groups as well as targets soliciting private equity investment. Raj then worked in private equity at a firm with over $3B in AUM before transitioning to the world of search funds and entrepreneurship. He and his partners at Dorec Group now work independently on private investments across healthcare, consumer, technology, and logistics at all points of the capital structure.