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Jonathan S.

Investment banker
Location iconNew York timezone
Location icon5.0 (8 reviews)
Location icon4 clients (50% rebook rate)
Back iconBack to other coaches
Profile picture for Jonathan S.

Jonathan S.

Credits2 credits per 1h session
Investment banker
Location iconNew York timezone
Location icon5.0 (8 reviews)
Location icon4 clients (50% rebook rate)
BriefcaseExperience
2017-2025: Wells Fargo Securities, Former Managing Director, Houston 2014-17: Morgan Stanley, Wealth Management 2013-14: FBR, Sr. Vice President, Houston 2012-13: The PrinceRidge Group, Executive Director 2005-14: UBS Investment Bank, Director 2004-05: Dresdner Kleinwort Wasserstein, Associate 1997-02: US Army, Airborne Combat Engineer Officer

Hi! I'm Jonathan. I spent ten years as an Investment Banker and another eight years as a hiring manager - recruiting, interviewing, managing, and coaching Analysts and Associates.

I am a graduate of the United States Military Academy at West Point and Harvard Business School. When not coaching, I enjoy exercising and reading non-fiction books.

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Interview coaching Interview coaching

For the last eight years, I have interviewed countless Investment Banking Analyst and Associate candidates as a hiring manager who hired 30 – 40 bankers each year.  I chaired decision meetings after “Super Days” and know which candidates succeed.  I have also conducted 1-on-1 coaching sessions for candidates, as...

Resume review Resume review

I have been actively involved in recruiting since my first year as an Associate, over 20 years ago.  During that time, I have helped candidates write and improve their resumes, as well as prepare for the resume-specific questions they should expect to answer.  This includes candidates for both financial...

Career coaching Career coaching

Over the past two decades, I have supported Investment Banking candidates throughout the recruitment process. I have provided guidance to summer interns on earning full-time offers and exploring alternative career paths if Banking is not suitable for them.

Additionally, I have advised mid-career bankers as they prepared for...

Grow at work
Mentorship Mentorship

I have always been involved in coaching and mentoring in my career, starting in the military, then continuing through my twenty-plus-year career in financial services.  I truly enjoy working 1-on-1 with motivated candidates and seeing them succeed.

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Reviews iconReviews
filled starfilled starfilled starfilled starfilled starOct 12, 2025
Elsie · Investment banker
Interview coaching · Mock interview
Jonathan is absolutely phenomenal! His interview coaching exceeded my expectations. He prepared meticulously for our mock session and gave me sharp but structured feedback that completely transformed how I approach behavioral questions. His ability to drill into each experience was a game-changer for my storytelling. On top of that, he’s super friendly, patient, and clearly knows what he’s doing. 10/10 recommend him — truly one of the best mentors I’ve ever worked with!
filled starfilled starfilled starfilled starfilled starOct 09, 2025
Jorge · Investment banker
Career coaching
Jonathan has been excellent to work with - extremely knowledgeable about all things banking and a great thought partner throughout what can often be a nebulous recruiting process. He’s always ready to help and provides clear, actionable insights that have been invaluable during my preparation. I’ve genuinely enjoyed all of our sessions and will continue working with him. Having worked with other coaches before - both in management consulting and investment banking - I can confidently say my experience with Jonathan has been the best. I strongly recommend his coaching to anyone interested in banking!
Question markFrequently asked questions
Credits2 credits
Per 1h session