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Candidate:

Mr. 10 Years In Finance

About Me:

I am an experienced Investment Advisor and Founder of an Independent Registered Investment Advisory Firm (RIA) with 12+ years of professional experience and nearly a decade of working in the financial services industry. I have a deep knowledge and proficiency in investment and wealth advisory, securitized lending, and banking solutions. I also have a vast understanding and proven track record in capital markets forecasting and research. I have managed over $160m in client assets for individuals, families, and small businesses.

I will be applying to UNC’s Online MBA program. GMAT waiver has been extended to me, so no need for score submission.

Details:

Undergrad School: Syracuse University

Undergrad Major: Film

GPA: 2.65

GMAT: Not Required / Waived

Age: 36,  Ethnicity: White

Other Degree/Certification: Certificate Capital Markets

School Name: Yale University

Extracurriculars: Pan Mass Challenge: Raised over $185k as a team for cancer research since 2019, Prospect Park Alliance: Recurring Donor & Volunteer, The Union League Club of New York: General Member (Private Club).

Work History:

Title: Senior Financial Advisor, Partner

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 2 yrs

Title: Investment Advisor

Industry: Banking & Finance

Company: Fortune 500

Length of Employment: 8 yrs

Big Life Wins:

-Achieved #2 Overall Investment Advisor in the company where I consistently ranked in the Top 1% for new clients signed, client retention, and overall client satisfaction.
-Grew a local restaurant startup into a global brand by streamlining franchise model and establishing a robust supply chain, enabling entrance into a dozen new markets, territories & countries with 30+ locations globally, e.g., Japan, Taiwan, etc.

Post MBA Goal:

Looking to level up to a consulting firm (MBB) as a mid-level and work up to partner. Dream/long-shot break into Private Equity.

Schools:

Target School: Kenan-Flagler

Status: Open

Odds:

The Experts Rate The Odds At: 40%

  • Stratus Admissions Counseling | Odds Assessment: 40%

    Hi Mr. 10 Years in Finance, Melisa here from Stratus Admissions. I really like an on-line MBA for you – and you’ve obviously chosen a top program in UNC. It’s nice that you were able to have the GMAT waived and so don’t have to worry about that piece of the puzzle. I think your extensive financial experience will help overcome your lower GPA. Generally with a lower GPA, I would think a higher GMAT could overcome the GPA. But your work experience can help you get there. With an on-line program, as with part time or EMBAs, you will be employed while taking classes, so you won’t be expected to have a large change anticipated post-MBA. As far as MBB, I have seen far …

    4 weeks ago Read the full review

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The Community Currently Rates The Odds At: 30%

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