Testimonials
Services
Priority DM . 2 days reply
Ask me one question (48h reply)
One specific question, One detailed written answer
Video meeting . 45 mins
Research/KPO to front-office: your specific path
For those who want to move into IB, PE or deal advisory
Video meeting . 60 mins
Breaking into finance: your first 12 months
For students/career switchers who want to get into finance
Video meeting . 30 mins
CFA: build your first-attempt plan
A study plan built around your actual hours
Video meeting . 60 mins
CV and LinkedIn teardown
Line-by-line written feedback on your CV and LinkedIn
About me
Thanks for landing on my page. Most people trying to get into finance, or trying to get out of a support-side seat and into a front-office one, don't have a skills problem. They have a positioning problem, and it usually costs them three to four years before anyone tells them.
I've been on both sides of that. I started with an Economics degree and no MBA, worked through portfolio operations and financial research, then became sector head for Climate Tech and Energy covering a tier-1 US investment bank. Today I work in PE deal origination within Big 4 Deal Advisory, building investment materials across energy transition for European sponsors, and I manage and hire into my own team. I cleared all three CFA levels on the first attempt while working full time, so I'll also tell you honestly when the charter is worth it and when it's an expensive detour.
Book me for a straight answer on one of four things: how to actually pass CFA first attempt around a full-time job, how to break into finance from outside it, how to reposition a research or KPO profile so front-office teams take it seriously, or what deal origination and energy transition investing look like from the inside.
I'd rather tell you something uncomfortable and useful than something encouraging and generic.