Work with Andy
About
I currently work in lower-middle-market private equity after spending ~3.5 years in J.P. Morgan's M&A group in New York and beginning my career at Citigroup. My path into finance was far from traditional. I attended Baruch College (non-target / CUNY) and didn't have the traditional Wall Street recruiting pipeline or a built-in network in the industry. I worked throughout college, intentionally stacking classes onto certain days so I could intern during the school year. Over time, I built experience across several areas of finance before starting full-time at Citigroup, lateraling into J.P. Morgan M&A, and eventually making the jump into private equity. I've personally gone through the undergraduate internship recruiting, summer analyst recruiting, full-time recruiting, lateral investment banking recruiting, and private equity recruiting. During my time at J.P. Morgan, I also heavily participated in internship, full-time, and placement recruiting, giving me experience on the interviewer side as well. I've had interviews go well, processes go nowhere, networking emails get ignored, and plenty of moments where I questioned whether I was competitive enough for the next opportunity. I eventually made it into roles that honestly felt pretty far away when I was first starting at Baruch. That's the perspective I bring to coaching. I'm particular interested in helping students from non-target and unconventional backgrounds who feel like they're trying to figure this process out with the same network or resources as everyone else. I'm not here to sell shortcuts or guarantee interviews. I'll be an open book about my own experience, give you candid feedback on where i think you're spending your time well or poorly, and help you build a practical plan around your specific situation. Don't hesitate to reach out!
Andy’s Private Equity Qualifications
Experience level: Associate
I made the investment banking to private equity transition myself after spending ~3.5 years in J.P. Morgan's M&A group in New York. During my time at JPM, I worked across industries on domestic and cross-border transactions representing $50bn+ of aggregate transaction value and gained extensive experience analyzes businesses, valuation, transaction execution and discussing deals. I ultimately went through PE recruiting myself and now work as an Associate at a lower-middle-market private equity firm. Having gone through the process firsthand, I can help bankers understand what changes when you move from executing transactions to thinking like an investor. I'm particularly helpful with PE resume positioning, "Why PE?", deal walkthroughs, investment merits and risks, LBO and technical preparation, behavioral interviews, and mock interviews. My style is straightforward and practical and I'll help you identify where you answers are strong, where they fall short, and how to communicate your banking experience in a way that demonstrates actual investment thinking rather than simply strong execution experience.
Andy can help with:
Behavioral Interview Prep
Deal Sourcing
Due Diligence
Financial Modeling
General Exploration
Investment Evaluation
Networking Strategy
Portfolio Management
Private Equity Strategy
Resume Review
Skill Building
Technical Interview Prep
Why do I coach?
Finance recruiting can feel incredibly confusing when you don't come from a school or family where everyone already knows how the process works. I remember that feeling very well. When I was at Baruch, there wasn't one person who handed me a roadmap and told me exactly which internships to pursue, who to network with, how to tell my story or what I needed to do to eventually reach investment banking. I benefited from people who were willing to take a coffee chat, answer a question or give me candid advice along the way, but a lot of it was also trial and error. I sent the networking emails. I prepared for interviews that went nowhere. I questioned whether I was competitive enough for certain opportunities. I had to figure out how to turn experiences that weren't traditional investment banking internships into a story that made sense. And I had to go through recruiting multiple times — during college, for full-time roles, lateraling into investment banking and eventually recruiting for private equity. Over the years, students and recent graduates started reaching out to me for coffee chats and recruiting advice, particularly people from non-target schools. I kept taking those calls because I genuinely enjoyed them. I know how much a candid 30-minute conversation with the right person can help when you're overwhelmed by conflicting advice and don't know what you should actually be focusing on. That's really why I'm coaching. I'm not interested in selling someone a magic formula for breaking into Wall Street. There isn't one. I also won't promise interviews, offers or shortcuts. What I can do is be an open book about my own experience, listen to where you are today, and give you the type of direct and practical feedback I would have wanted when I was in your position. Sometimes that means completely reworking a resume. Sometimes it's fixing your networking approach or interview story. And sometimes it's simply telling you that you're doing more right than you think and helping you figure out the next two or three moves. If you're coming from a non-target or unconventional background and feel like the odds are stacked against you, that's exactly the type of candidate I most enjoy working with. I've been there, and I'd like to make the path a little less confusing for the next person.
Work Experience
Investment Banking Associate
J.P. Morgan & Co.
November 2021 - July 2025
Investment Banking — Mergers & Acquisitions: Spent ~3.5 years in J.P. Morgan's M&A group working across industries on domestic and cross-border transactions representing $50bn+ of aggregate transaction value. Also participated in summer analyst, full-time analyst and placement recruiting.
Investment Banking Analyst
Citigroup
August 2020 - September 2021
Banking, Capital Markets & Advisory — Securitized Products / Capital Markets: Worked on asset-backed securitization and capital raising across traditional and select esoteric asset classes.
Andy was also given offers to work at
TD Securities
Macquarie Group
Education
CUNY Baruch College
Bachelor of Business Administration, Finance
2016 - 2020
Graduated with a 3.9 GPA while interning throughout much of my undergraduate experience. First became interest in finance through Baruch's student clubs and organizations, which helped introduce me to investment banking and the broader financial services industry. I intentionally structured my class schedule to allow me to intern during the academic year and gain hands-on experience alongside my coursework.
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