More information about Stephen D.
Stephen D.
Accountant, Investment banker, Private equity investor, Real estate investor
Oppenheimer & Co., UBS
5 clients (40% rebook rate) 
5.0 (3 reviews) 
Experience2023-24: Catalyst Strategic Advisors, Mergers and Acquisitions Director, Colorado
2022-22: Crosstree Capital Securities, LLC, M&A Talent Acquisition & Development, Florida
2010-22: Oppenheimer & Co. Inc., Managing Director - Mergers & Acquisitions / Financial Sponsor Coverage, New York
2006-09: UBS, Director, Chicago
I 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
ServicesGet the job
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.
Grow at work
Leadership coaching
Mentorship
AvailabilityTimes are shown in your local timezone
Reviews
Jul 17, 2025Yevgen
Career coaching
Stephen was very dilligent and detail oriented, tried to get to understand my personal situation to the core.
After the first meeting i received comprehensive feedback, action plan and honest preliminary conclusions.
He was able to demonstrate his experience and deep understanding of various aspects of hr management and practical job search fine points.
Looking forward to continuing working with him to achieve my goals.
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