More information about Stephen D.
2 credits
Oppenheimer & Co., UBS
6 clients (50% rebook rate) 
5.0 (3 reviews) 
ExperienceI am a seasoned investment banker with over 20 years of experience on Wall Street: Mergers & Acquisitions / Equity / Debt / Financial Sponsors / Private Equity.
I've worked at both bulge bracket banks such as UBS and Deutsche Bank as well as top middle market banks like Oppenheimer, where I served as a Managing Director in the M&A group and also headed the Financial Sponsors Group.
I have completed over 100 transactions over two decades in banking and have had responsibility for recruiting, training, and mentoring junior bankers in each of my roles.
Many of my analysts and associates have gone on to prestigious firms such as KKR, Jefferies, Moelis, and JPMorgan and achieved Managing Director status. Former CPA, starting career at KPMG
Services
Interview coachingI have interviewed analysts and associates for investment banking positions for both bulge bracket banks as well as middle market banks for over 15 years. I have also mentored many students interested in investment banking at several universities.
My interview preparation includes both behavioral and technical...
Resume reviewFor most of my career, I have played a key role in recruiting. In fulfilling that role, I reviewed and selected candidates from 100s of applications each year. In dealing with the volume of applications received, I have a keen understanding of which aspects of your resume will help or disadvantage you, and I can help craft a...
Career coachingI have extensive experience guiding candidates regarding options for breaking into investment banking. I have advised both undergraduate and graduate students. In addition, I have mentored individuals in other professions interested in transitioning to investment banking.
Leadership coaching
Mentorship
Reviews
Jul 17, 2025
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2 credits