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Louis P.

Equity research analyst, Hedge fund investor, Trader, Wealth manager
Location iconToronto timezone
Location iconNew
Back iconBack to other coaches
Profile picture for Louis P.

Louis P.

Credits2 credits per 1h session
Equity research analyst, Hedge fund investor, Trader, Wealth manager
Location iconToronto timezone
Location iconNew
BriefcaseExperience
2010-present: Bank of America Merrill Lynch, Senior Portfolio Strategy, New York 2003-05: Smith Barney, Senior Equity Strategist, New York 2000-03: Prudential Securities, Senior Equity Analyst, New York

Licensed Portfolio Strategist and CFA Charterholder with 20+ years in portfolio management, data strategy, and financial engineering. I’ve mentored 500+ Product Managers, Data Scientists, Software Engineers, Growth Marketers, and Sales Strategists—helping them define goals, refine narratives, and land top roles through a data-driven, behavioral approach to career growth and leadership.

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Interview coaching Interview coaching

I’ve interviewed and coached 500+ candidates—from analysts to senior executives—across finance, consulting, tech, and data science. I conduct mock interviews in behavioral, technical, and case formats, simulating real-world hiring at top firms. Clients gain expert feedback, company-specific insights, and targeted strategies that boost confidence and focus preparation. Many mentees...

Resume review Resume review

In my mentorship practice, resume reviews are a core component of helping professionals articulate their value with precision and impact. I've conducted thousands of resume analyses across industries, including finance, technology, consulting, data science, and business operations. My approach goes beyond surface-level formatting or keyword optimization, focusing on aligning...

Career coaching Career coaching

I specialize in helping professionals navigate complex career transitions with clarity and strategy. Drawing on over two decades in portfolio management, quantitative strategy, and financial engineering, I guide mentees in translating their skills across industries and functions. Through data-driven career analytics, skill mapping, and targeted positioning, I've helped hundreds...

Salary negotiation Salary negotiation

I’ve guided candidates in negotiating base pay increases of $5K–$20K on roles with average salaries around $150K, optimizing total compensation including bonuses and equity. I help clients decide what to ask for, develop negotiation strategies, practice conversations, and leverage market and company-specific insights. Clients gain confidence, clarity, and measurable...

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Leadership coaching Leadership coaching

I’ve helped clients make strong first impressions in new roles, secure promotions into senior positions, and navigate workplace challenges such as difficult stakeholders, low confidence, high workloads, burnout, organizational changes, lack of feedback, and cross-functional misalignment. I also support professionals in managing up effectively and building influence. Through personalized...

Mentorship Mentorship

I’m an expert in portfolio management, quantitative strategy, financial modeling, career strategy, and professional development, and I teach these skills to help clients accelerate growth. I guide clients in creating personalized learning roadmaps, provide actionable feedback on projects, and help maintain motivation and accountability. Clients gain clarity on industry...

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Credits2 credits
Per 1h session