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Mr. Finance To Education

About Me:

1st gen college student. Currently in strategy role at large real estate firm. Passed all CFA exams on first attempts and my 6yrs of professional experience is in finance: 2 yrs current firm, 3 years investment management at a highly regarded boutique firm and 1.5 years at a fintech company.


Undergrad School: Top 15 Undergrad in Midwest

Undergrad Major: Finance/Economics (Double Major)

GPA: 3.4

GMAT: 730

Age: 27,  Ethnicity: White

Other Degree/Certification: CFA

School Name: N/A

Extracurriculars: Guest Investment Seminar Instructor (High School), College Tour Guide, Mentor for 1st Gen College Students

Work History:

Title: Strategist

Industry: Real Estate

Company: Fortune 500

Length of Employment: 2 yrs

Title: Investment Management

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 3 yrs

Big Life Wins:

On a personal note, I’m a first-generation college student and grew up in a very low-income area and went to a poor performing public school system, but got into a top college and have had a great career. Professionally, one big win is that I helped structure a ~$7M deal for my company. Regularly work with executive team. LGBT applicant

Post MBA Goal:

I want to use my MBA to switch from finance to education, as well as supplement my quant background with mgmt skills. Specifically, I want to work in ed. consulting, EdTech or non-profit mgmt. Most of my extracurricular activities are education-related and I have a strong affinity to the field being a first-gen college student myself.


Target School: Kellogg

Status: Open

Considering: Yale, Chicago Booth, Stanford GSB


The Experts Rate The Odds At: 35%

  • The MBA Exchange | Odds Assessment: 30%

    Mr. Finance to Education: Emily here from The MBA Exchange. I know that MBA admissions officers will love your background story and it will add real depth to any MBA class. Your GMAT and GPA fit into the ranges for the schools you listed but are not at the top. Telling your story in a compelling and appropriate way will be KEY to your candidacy. I recommend finding an experienced consultant who can help you craft this story, particularly as it relates to your future goals. You need to weave your past and future together so they don’t seem so disparate. That will help you stand out from the very talented applicant pools at your schools of interest. …

    6 months ago Read the full review
  • mbaMission | Odds Assessment: 30%

    Hi Mr. Finance to Education,
    This is Debbie Choy, Senior Consultant at mbaMission. I think your achievements in your career, undergrad, and community are impressive, especially given the difficult personal challenges you must have had to overcome. Schools are always looking for candidates who have succeeded against the odds, and pay it forward in their community – and you have certainly done both. Through your volunteering work, your passion for education definitely comes through. So your career goal makes sense to me. Beyond that, I also like that you have a solid GMAT score, and have done well at work. I think you would have a lot to contribute – both in the b-school classroom and in your future career. The key is to balance telling …

    6 months ago Read the full review
  • Stratus Admissions Counseling | Odds Assessment: 45%

    Hi, it’s Jennifer Jackson from Stratus Admissions. You have so many things going for you in your profile! Being a first-gen college student and doing well in a hard major is a feat in itself, and then your GMAT is very strong and will be at least average for your demographic. Your work experience is very impressive and all the schools are looking for more LGBTQ candidates. It’s wonderful to see your extracurricular involvement tie in not only to your own background but to your career goals in ed tech or ed consulting. The story sounds like it will be a compelling one to tell and one that adcoms will be impressed by. Be sure to explain how the MBA will help you make the …

    6 months ago Read the full review

The Community Currently Rates The Odds At: 20%

  • 40% | 6 months ago

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