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Stephen D.

supercoach
Supercoaches have great ratings and cancel sessions booked with them only extremely rarely.
Accountant, Investment banker, Private equity investor, Real estate investor
Location iconNorth America
Location icon5.0 (6 reviews)
Location icon19 clients (31% rebook rate)
Back iconBack to other coaches
Profile picture for Stephen D.

Stephen D.

supercoach
Supercoaches have great ratings and cancel sessions booked with them only extremely rarely.
Credits2 credits per 1h session
Accountant, Investment banker, Private equity investor, Real estate investor
Location iconNorth America
Location icon5.0 (6 reviews)
Location icon19 clients (31% rebook rate)
BriefcaseExperience
2023-24: 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

Two hands shakingServices
Get the job
Interview coaching Interview coaching

I 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 question-and-answer sessions.

Resume review Resume review

For 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...

Career coaching Career coaching

I 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 Leadership coaching

I’ve spent over 20 years leading teams in investment banking and public accounting—two industries where leadership responsibilities come fast and the pressure is constant. During my 10+ years as a Staffer in investment banking, I guided bankers through the daily challenges of a demanding environment, from navigating team dynamics...

Mentorship Mentorship

I bring over 20 years of experience in investment banking and public accounting, with a background spanning valuation, M&A, financial analysis, and team leadership. Having spent more than a decade as a Staffer in investment banking, I’ve helped professionals manage both technical demands and workplace challenges in high-pressure environments.

As...

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Reviews iconReviews
filled starfilled starfilled starfilled starfilled starSep 12, 2025
Andrei · Investment banker
Career coaching
If there were 10 stars I would put 10. Stephen is a great professional in the banking sphere with a ton of mentorship experience, yet with very approachable personality. I have booked for only one hour but we have over ran by 20 minutes (out of his goodwill to help to the best extent) and this has shown me that Stephen prioritizes the high quality of advice and tries to help as much as he can over just ticking the needed boxes and logging off. Would definitely book again!
filled starfilled starfilled starfilled starfilled starSep 09, 2025
Mark
Resume review
Stephen is professional, friendly, and straight to the point. He takes the time to dig deep to find the right solution and is always willing to go the extra mile to help. I would definitely recommend choosing him.
filled starfilled starfilled starfilled starfilled starJul 17, 2025
Yevgen
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.
Question markFrequently asked questions
Credits2 credits
Per 1h session