Sam started his career in the technology investment banking group at Deutsche Bank in 2008, at the peak of the financial crisis. He later lateraled to Morgan Stanley’s technology investment banking group (widely considered one of the top groups on Wall Street), where he helped out with the on-campus recruiting process. After Morgan Stanley, he worked as a private equity investor at GI Partners, a firm that has raised over $20 billion in capital to date. He then ran the strategic finance functions at some of the top venture-backed tech startups in Silicon Valley like Square (2015 IPO), GitHub (acquired by Microsoft in 2018) and Enjoy Technology (2021 IPO), before starting Wall Street Mastermind.

Sophie Chen has extensive experience in recruiting, team management, and business operations. She currently serves as the Chief Operating Officer at Wall Street Mastermind, where she oversees all operational functions, including recruitment, training, and management of a global team of over 50 professionals. These roles include content creators, video editors, copywriters, social media managers, executive assistants, paid ads specialists, coaches, interns, and operations staff. Her responsibilities include building scalable systems for hiring, managing team performance, and ensuring all staff are aligned with the company’s goals and standards.
Before her current role, Sophie worked as a Senior Account Manager at Wish in San Francisco, where she managed key partnerships and contributed to the company’s rapid growth leading up to its IPO. She began her career in enterprise sales at Samsung Electronics, working with international clients to deliver customized technology solutions.
In addition, Sophie founded and operated Luxxe Hour LLC, a lifestyle e-commerce business. She managed factories, suppliers, and contractors while overseeing production and product development. Under her leadership, the company built two private label brands and achieved significant sales growth through effective marketing and streamlined operations.
Sophie’s diverse background in sales, e-commerce, and operations, combined with her expertise in team leadership and recruitment, allows her to create scalable systems and build high-performing teams that drive business growth.

“Coach J.” is unquestionably one of the most knowledgeable people in the world when it comes to recruiting in the world of high finance. Throughout his 20+ year career on Wall Street, he has served as the Global Head of Campus and Lateral Recruiting at Goldman Sachs as well as top buyside firms like BlackRock, Point72 Asset Management, and D.E. Shaw. He’s been responsible for designing the entire recruiting process at some of the most elite and prestigious institutions on Wall Street, and knows exactly what these firms are looking for when hiring talent. In other words, you have weekly access to someone who is more qualified than anyone else in the world to help you navigate through the recruiting process and get not just any offer, but an offer from the most selective firms on Wall Street. We’ve kept his identity hidden at his request, but you will get to meet him once you join our program!

“Coach A.” is another example of the biggest and most important differentiating factor when you join Wall Street Mastermind versus one of the other cheaper knock-off programs that try to copy us: the quality of our coaching team.

Coach A. used to be the Global Head of Recruiting at two different bulge bracket banks, and also had stints at other top tier firms like McKinsey (#1 consulting firm in the world) and Bridgewater Associates (one of the largest hedge funds in the world) during her 25+ year career.

In other words, you have weekly access to someone who knows the ins and outs of how these elite professional services firms recruit talent, and all of those questions you could never find the answers to online can now be answered with ease. With her help, recruiting doesn’t have to feel like a black box any longer. We’ve kept her identity hidden at her request, but you will get to meet her once you join our program!

“Coach K.” was the Head of Campus Recruiting for UBS, and subsequently also served as the Head of Professional Development for BMO Capital Markets. At BMO, she developed the early career development plan for all Investment & Corporate Banking analysts and associates, and coached and mentored the A&A. Prior to her life as a recruiter, she also spent 15 years in sales and trading at top firms like Morgan Stanley, Merrill Lynch, Soundview Technology group, and American Technology Research (a technology S&T research firm that she helped found, and which was ultimately acquired). Coach K. has also worked at Jane Street where she was the program manager for the firm’s rotational development program.

“Coach G.” previously helped establish the campus and lateral recruiting programs at Houlihan Lokey in 2005. Over the ensuing 17+ years, she assisted in the hiring of bankers on both the undergraduate and MBA level for a variety of functions at the firm, including M&A and Financial Restructuring. She was promoted all the way to Associate Vice President of Recruiting at Houlihan Lokey, where she led the campus hiring strategy for junior financial staff across the East Coast and Midwest regions, covering 6 offices. With 17+ years of experience in talent acquisition, she has in-depth knowledge of how the most prestigious middle market banks on Wall Street source, interview, and hire candidates.

Gordon is a seasoned investment banker and corporate development professional with over 12 years of experience. He started his career at Deutsche Bank and worked across the FIG, technology, and M&A groups. He later worked for Goldman Sachs’ TMT group and was promoted to vice president there. Since leaving investment banking, he’s worked in senior corporate development roles at companies including Paylocity, isolved, and Paychex. During his time in investment banking, he worked on over 25 transactions totaling more then $150 billion dollars in cumulative value.

Raul brings 25 years of diverse institutional Wall Street experience to WSMM. He currently serves as the Chief Operating Officer for First Team Capital, a Long/Short Equity Hedge Fund and has spent the last decade as a portfolio manager at multi-strategy hedge fund platforms Eastmore Group and Walleye Capital. Prior to his buyside tenure, Raul spent 14 years in Asia in high-profile managerial roles at leading global investment banks where he was actively involved in recruiting, hiring and mentoring programs, including Managing Director, Head of Asia Semiconductor and Hardware Research at Cantor Fitzgerald, Managing Director Head of Asia Pacific Product Management at Jefferies, and the Head of Pan Asian Technology Sales at Morgan Stanley. He has served as the head of the Michigan recruiting team for Morgan Stanely’s equity sales and trading group, the recruiting representative for NSHMBA (National Society for Hispanic MBAs), and is a CFA Charterholder.

Kathy is a former Managing Director/Senior Vice President on the Real Estate Loan Syndications Origination and Structuring team within Debt Capital Markets at PNC. With over 20 years’ experience in real estate and finance, Kathy managed PNC’s syndication efforts supporting both the eastern and western regions of PNC’s footprint. In this capacity, Kathy was responsible for the origination, structuring, and distribution of syndicated financing solutions for construction loans, term loans, revolving lines of credit, and subscription lines supporting both public and private clients. In 2017, Kathy was also named the head of the Investment Banking Analyst Development program for the Debt Capital Markets team at PNC. In this role, Kathy was directly responsible for the recruiting, training, and mentoring/coaching of a team of analysts during their progression through the three-year rotational program. As direct manager,
Kathy was hands-on with each analyst in setting and monitoring developmental milestones as well as ensuring that the necessary soft skills to succeed in the industry were being mastered. Kathy also led the summer intern program which included campus recruiting and intern management as well as developing the content for the summer experience.

Daniel graduated with high distinction from the Carlson School of Management at the University of Minnesota in 2020, where he majored in finance. Following graduation, he worked as an investment banking analyst at Citigroup in their San Francisco Technology team, and later moved to private equity at H.I.G. Capital, where he now works as an associate. Daniel is also an alum of the Wall Street Mastermind program, which he joined in 2019 during his junior year of college. He is a technical wizard and has an uncanny ability to explain technical concepts in a way that’s simple and easy to understand, even for complete beginners.

Mindy graduated with distinction from Haas School of Business at University of California, Berkeley, where she majored in Business Administration and Economics. She worked in the Healthcare Group at Deutsche Bank in New York for two years before moving to Chicago as a senior associate at Chicago Pacific Founders, a private equity firm focused on investing specifically in healthcare services companies. Mindy graduated with her MBA from Harvard Business School, and is currently a healthcare private equity investor at a megafund private equity firm with over $70 billion in AUM.

Johnny graduated with honors from the University of Western Ontario – Ivey Business School and worked for Morgan Stanley in Canada and New York within the Natural Resources IBD coverage for two years, before to Washington, D.C. to work in emerging markets private equity at the IFC Asset Management Company (the $10 Bn PE arm of the World Bank). Johnny subsequently was offered a Senior Investment Banking Associate role at CIBC Capital Markets where he covered Power, Utilities and Infrastructure clients globally. He obtained his MBA at The Wharton School where he was the President of Investment Management Club. He now works at PIMCO as a Credit Research Analyst, and has extensive experience helping both undergraduate and MBA students with investment banking interviews, having conducted over 100+ interviews.

Adel graduated from Cornell and worked for Goldman Sachs TMT in New York for two years, before moving over to a venture-backed software company as the 5th employee and working his way up to Head of Sales and Corporate Development. He received his MBA at Wharton Business School, where he was the President of the Wharton PE/VC Club. He has extensive experience helping both undergraduate and MBA students with investment banking interviews.

Ruchi graduated from Yale and worked for Goldman Sachs in the Technology, Media, and Telecommunications Investment Banking Group for two years, before moving to Warburg Pincus as a Technology private equity and growth investor. She is currently getting her MBA at Stanford. She has extensive experience helping students with investment banking interviews and teaching financial

David graduated from Harvard College in 2014 and worked for Goldman Sachs in New York within the Consumer Retail & Healthcare group from 2014 to 2016. Following this role, he transitioned to Clearlake Capital Group, where he led private equity and credit investments focused on enterprise software companies from 2016 to 2020. David is currently pursuing his MBA at Stanford Graduate School of Business. He has extensive experience training both undergraduate and MBA students for the investment banking recruiting process through his roles at GS, Sponsors for Educational Opportunity (SEO) and the Robert Toigo Foundation, for which he is a current TOIGO Fellow and TOIGO’s School Captain for Stanford.

Harry graduated from Harvard where he studied Statistics and Government and played on the Varsity Men’s Tennis team. He is currently an Investment Banking Analyst in Lazard’s Healthcare team, covering Life Sciences, Healthcare Services, and Medtech, Tools & Diagnostics. He has worked on transactions including Sanofi’s $2.4bn acquisition of Inhibrx, Lazard’s advisory role to the UCC in Rite Aid’s ongoing Chapter 11, among others. He will be joining KKR’s $17bn infrastructure fund in New York as a Private Equity Associate after he finishes his analyst program at Lazard. Harry is passionate about mentoring younger students trying to break into investment banking and has extensive teaching experience.

John graduated from UC Berkeley and worked as an investment banking analyst for Moelis & Company in Los Angeles for two years, where he served on the on-campus recruiting team. After Moelis, John moved to Toronto to work at CPP Investments in infrastructure investing. John graduated from the Stanford Graduate School of Business and is currently working for a private equity firm in Asia with over $23 billion in AUM.

Daniel graduated from Georgetown University’s McDonough School of Business and worked in Morgan Stanley’s LatAm Financial Institutions Group team for three years. At Morgan Stanley, he was very involved in the analyst recruiting program and served as the Diversity Lead for Georgetown’s undergrad recruiting team. After banking, he moved over to Siris Capital Group as a private equity associate where he invested in tech and telecom companies, followed by an MBA from the Wharton School. He currently is co-founder and Managing Partner of a search fund focused on the hospitality space.

Edgar graduated from the University of Chicago and worked as an investment banking analyst and associate at J.P. Morgan. Edgar received his MBA from Wharton Business School, and has extensive experience helping both undergraduate and MBA students with investment banking interviews. He also previously interviewed candidates for the on-campus recruiting team during his time at J.P. Morgan.

Michael graduated from Vanderbilt University with a B.S. in Computer Science and a M.S. in Finance. He has worked at various top-tier banks like Citi, Barclays Capital, and Jefferies, with experience spanning technology coverage and debt capital markets.

He has since left investment banking to become a private equity investor at STG Partners, where he works as an associate. Fun fact: Michael was one of the first 10 people to join Wall Street Mastermind, back when we were still an unknown program! He is a true OG and understands our system inside and out.

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.

Doug graduated from BYU with a B.S. in Finance. He has worked at various top-tier banks like Goldman Sachs, JPMorgan, and Citi, with experience spanning energy coverage, credit, and commodities. He has also served as an instructor for Wall Street Prep, and is our resident in-house expert for students who want to recruit for Oil & Gas groups or credit-related roles, which require additional technical prep in addition to what’s needed for traditional investment banking interviews.

Jeremiah brings 10 years of diverse finance experience to WSMM. He currently serves as a Director at Forge Global, a marketplace and trading platform for companies across the private market. Prior to Forge, Jeremiah worked at PWP as an Associate on the Technology M&A team where he was also actively involved in the recruiting and hiring process. Prior to his time in investment banking, Jeremiah worked at Blackrock and Fidelity serving institutional clients. Jeremiah attended Miami University of Ohio for his undergraduate education and received his MBA from UC Berkeley Haas, he is also a CFA Charterholder.

Manasa brings a decade of experience across private equity, investment banking, and financial technology to WSMM. She currently serves as the Director of Operations at Mosaic, a financial technology platform transforming investment analysis for top-tier firms.

Prior to joining Mosaic, she spent several years in private equity at CVC Capital Partners, where she covered multi-billion-dollar portfolio companies and spearheaded the Industrials vertical, working directly with senior leadership on complex transactions. Before her buyside tenure, Manasa spent several years in investment banking at JPMorgan, where she worked across the healthcare, consumer, and retail industries on global M&A and financing transactions.

She was actively involved in recruiting, hiring, and mentorship programs, serving as a Teaching Assistant for analyst programs, co-leading the Analyst Training Committee, and leading NYU recruiting efforts. She has a proven track record of guiding candidates into top investment banks, private equity firms, and hedge funds, equipping them with the skills to excel in the industry’s most competitive roles.