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Stephen D.
North America
5.0 (11 reviews) 
25 clients (40% rebook rate) Back to other coachesStephen D.
2 credits per 1h session North America5.0 (11 reviews) 25 clients (40% rebook rate) 
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 question-and-answer sessions.
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...
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 coachingI’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...
MentorshipI 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...
Reviews
Oct 22, 2025Oct 15, 2025Oct 11, 2025Oct 09, 2025Oct 06, 2025
Specialties
Frequently asked questionsYes you can use credits with any coach.
Yes, unused credits can be refunded within 30 days of getting purchased. After 30 days the credits cannot be refunded anymore, but you can still use them at any point in the future.
If you do get a refund it will be corrected for the discount you initially got. As an example, imagine you have purchased 10 credits, and paid 10 x $48 = $480. If you end up only using 5 credits, we will refund you the difference between what you have paid ($480), and what you would have paid had you purchased 5 credits (5 x $50 = $250). So in this specific example we would refund: $480 - $250 = $230.
One hour might not seem like a lot. But coaches are used to making the most of the time. They’ll come ready to the session so you can cover the topics that are important to you and walk away with concrete next steps.
Coaches’ bios might look intimidating because some of them have worked at big companies and have senior titles. But they’re all genuinely interested in helping you out. They’re here for you, will show empathy, and do their best to help you achieve your goals.
If you aren’t satisfied with one of your coaching sessions for any reason, get in touch with us within 24h of the end of your session and you’ll be eligible for a refund. We refund up to 1 coaching session per user.
Unfortunately, there’s no set answer to that question as every situation is different. We recommend doing one or two sessions with a coach to get started. They’ll be able to give you an assessment of how many sessions you’ll need overall.
Credits cost $50 to $40 per credit. The more you buy, the cheaper they get.
Coaches cost 2, 3, 4 or 5 credits per 1h coaching session.
IGotAnOffer Ldt is a UK-based company registered with number 09187044. It was founded by Max Serrano in 2014 as a side project and he started focusing on it full-time in 2018. Max now lives in France, his home country. All coaches on IGotAnOffer have either gone through an ID check or a 30-minute Zoom call to verify their background. You can check our Google Reviews. If you still have doubts, we also recommend reading our blog content or checking our YouTube channels: Product, Engineering, Consulting.
2 credits