Candidate:

Mr. IB/PE To Fintech

About Me:

3 years in IB lev fin. I moved to a LMM PE / credit shop for two years. I was recruited by my portfolio manager / VP to be the 1st employee at his new fintech asset management firm. Dual rule as head of operations and a key deal team member. As the only employee for the first year, I worked on product dev mgmt, acctg, HR, and deal diligence.

Schools:

Target School: Harvard

Considering: MIT Sloan, Wharton, Columbia

See More Profiles For: Harvard

Application Status: Open

Details:

Undergrad School: Semi-target Private University in the Northeast

Undergrad Major: Business Admin and Econ

GPA: 3.14

GMAT: 740

Age: 29, Ethnicity: White

Extracurriculars: Screenwriting

Work History:

Title: Director of Operations / Investments

Industry: Banking & Finance

Company: Start-Up

Length of Employment: 3 yrs

Title: Associate

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 2 yrs

Big Life Wins:

Successfully onboarded and managed a new hire and my first direct report in the midst of COVID and the team moving to remote work. As board member of one of our portcos, I created a model to convince the bank to reduce amortization by 50% during COVID so we can avoid bankruptcy, which was successful

Post MBA Goal:

Run my own private equity investment platform focused on small businesses, either launching a fund directly out of school or doing a brief stop at a well-known fund to improve my pedigree for fundraising.