Guidance on Career in Finance and Consulting

Breaking into finance or consulting, and then thriving in it, raises questions that Google can't answer for your situation. Should you do a CFA or an MBA? Which skills actually get you hired versus what looks good on paper? How do you handle a difficult manager, a stalled promotion, a blip in your CV, or the feeling that you've picked the wrong track?

I've spent 13 years in business and financial consulting, including at Bain & Company, and I'm a CFA Charterholder, so I've been on both sides of these decisions: as a candidate, as an interviewer, and as someone who has mentored professionals through them.

In this 1:1 session, we can work through:

1. Career direction - choosing a career in finance and/or consulting paths, and finding the right entry point for your profile
2. Courses & certifications - whether the CFA (or an MBA, FRM, or anything else) is worth it for you?
3. Skills & preparation - what to build now for the roles you're targeting. How do you get an edge?
4. Navigating the job - handling workplace challenges, growing faster, and making smart moves once you're in

Come with your specific questions and leave with a clear, actionable point of view, not generic advice.