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Stephen D.

Investment banker, Equity research analyst, Private equity professional, Wealth manager
+ 1 other
SuperCoachStephen is a highly rated and reliable coach. Learn more
ExecutiveStephen was an executive at a company popular on IGotAnOffer. Learn more
United States
5.0 (23 reviews)
78 clients (34% rebook rate)
Top 5% by job offer rate
Back iconBack to other coaches
Profile picture for Stephen D.

Stephen D.

Credits2 credits per 1h session
Investment banker, Equity research analyst, Private equity professional, Wealth manager
+ 1 other
SuperCoachStephen is a highly rated and reliable coach. Learn more
ExecutiveStephen was an executive at a company popular on IGotAnOffer. Learn more
United States
5.0 (23 reviews)
78 clients (34% rebook rate)
Top 5% by job offer rate
About

I am a seasoned investment banker with over 20 years of experience on Wall Street. I've worked at both bulge bracket and top middle market banks, where I served as a Managing Director in the M&A group and also headed the Financial Sponsors Group. I have led 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. Former CPA, starting career at KPMG.

Briefcase
Resume
Managing Director - Mergers & Acquisitions / Financial Sponsor Coverage
Oppenheimer & Co.
Interviewer
Resume Screener
Apr 2010 - Mar 2022 · 11 yrs 11 mos
New York, United States
Vice President
UBS
Interviewer
Resume Screener
May 2006 - May 2009 · 3 yrs
Vice President
Dresdner Kleinwort Wasserstein (Commerzbank)
Interviewer
Resume Screener
Jan 2004 - Jan 2006 · 2 yrs
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 starFeb 24, 2026
Qin · Investment banker
Interview coaching · Behavioral mock interview
Stephen was a seasoned investment banker with years of experiences in the industry. He provided me helpful advice on behavior questions and interview presentation. I recommended his sessions especially to international students who are often very skilled at technical questions and need further guidance for behavior ones.
Qin got an offer
🎉 🥳 🎊
Qin confirmed getting an offer in writing but kept the company private.
filled starfilled starfilled starfilled starfilled starFeb 21, 2026
Oscar
Interview coaching · Mock interview
Excellent coaching. Stephen always help me to identify my strengths and points me in the right direction to improve on my weaknesses
Oscar got an offer
🎉 🥳 🎊
Oscar confirmed getting an offer in writing but kept the company private.
filled starfilled starfilled starfilled starfilled starJan 12, 2026
Rebecca · Investment banker
Interview coaching · Technical mock interview
Stephen was such a huge help during all the interview processes. I was juggling multiple firms and he always made sure I was ready for each and every one. His comments were always very helpful and relevant, and he always took the time to answer quickly and schedule meetings. Thank you so much !!!!
Rebecca got an offer at Panmure Liberum
filled starfilled starfilled starfilled starfilled starOct 22, 2025
Patrick · Investment banker
Interview coaching · Behavioral mock interview
Stephen is a seasoned veteran in investment banking and was spot on with the interview process and questions. He should be the turnkey for any of your investment banking related questions.
Patrick got an offer at EC M&A
filled starfilled starfilled starfilled starfilled starOct 11, 2025
Nathan
Interview coaching · Mock interview
Stephen is an outstanding coach who dissects topics with surgical precision and provides clear, actionable guidance. Working with him has genuinely elevated my professional development.
Nathan got an offer at Prudential
Nathan left one more review for Stephen Icon to expand more reviews
Question markFrequently asked questions
Credits2 credits
Per 1h session