Mr. MBB Hopeful
Currently working as an Associate (producing roll) at a BB bank (think Goldman, JPM) in Private Wealth in the Boston area. Worked as an analyst for 3 years and was recently promoted to Associate. Work with UHNW individuals (net worth of $5mm+) with a focus on people in the asset management/startup space. Currently top quartile for new business.
Undergrad School: University of Vermont
Undergrad Major: Finance
Age: 27, Ethnicity: White
Other Degree/Certification: CFP
Extracurriculars: Volunteer with Junior Achievement, volunteer at local homeless shelter, financial literacy/career mentor to underserved youth (grades 5-12) with the goal of solving community problems, president of fraternity at undergrad, member of Boys & Girls club
Industry: Banking & Finance
Company: Top Firm
Length of Employment: 4 yrs
Big Life Wins:
Hustle to get the job out of undergrad (non-target school) required hundreds of emails to advisors across the country which landed me interviews at all of the major BB wealth management divisions. Recent promotion to Associate with recognition from the CEO of Wealth Management on my accomplishments and support as an analyst. Taking and passing CFP.
Post MBA Goal:
Post-MBA goal is to work in consulting at MBB or a Tier 2 firm (ATK, Parthenon, Strategy&, etc.).