More information about Stephen D.

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Stephen D.
Accountant, Investment banker, Private equity investor, Real estate investor
Company iconOppenheimer & Co., UBS
Interview coaching company icon5 clients  (40% rebook rate)
Star icon5.0  (3 reviews)
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
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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...
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 or disadvantage you, and I can help craft a...
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.
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Leadership coaching Leadership coaching
Mentorship Mentorship
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Reviews iconReviews
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.
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