Candidate:

Mr. MBB Hopeful

About Me:

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.

Details:

Undergrad School: University of Vermont

Undergrad Major: Finance

GPA: 3.55

GMAT: 720

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

Work History:

Title: Associate

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.).

Schools:

Target School: Darden

Status: Open

Considering: Duke Fuqua, McCombs School of Business, Tuck, Ross, Kellogg

Odds:

The Experts Rate The Odds At: 45%

  • mbaMission | Odds Assessment: 40%

    Hi Mr. MBB Hopeful,
    I like your go-getter spirit getting into the wealth management industry, and I bet schools will too! This is Debbie Choy from mbaMission. You have a lot of strengths in your profile – your robust work achievements (producing roll, top quartile for new business, promotion, CFP), solid academic track record (GPA and GMAT), as well as your community leadership (JA, financial literacy mentoring and Boys & Girls club). As you put together your applications, AdCom will be curious to understand why MBA and why now, especially given your current work achievements. Also be sure to connect this to your future career goals of pivoting into consulting. Additionally, think about how this will connect to your long-term career goals (say 10-15 years post-MBA). …

    1 month ago Read the full review

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  • Stratus Admissions Counseling | Odds Assessment: 50%

    Hi Mr. MBB Hopeful, Melisa here from Stratus Admissions. Congrats on your recent promotion! I think you have a strong profile that matches well with your school list. I am sure it’s not a coincidence that Darden has risen to the top of your list since the dean came from MBB. You’ve done a nice job of selecting a group of schools that will position you nicely for consulting. You’ve done a nice job here of highlighting your hustle and drive, which will be valued. Schools will also be interested in your leadership experience – president of your fraternity will show your leadership in undergrad and so you want to make sure you can highlight your leadership either professionally or in the community after undergrad. …

    1 month ago Read the full review

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The Community Currently Rates The Odds At: 50%

  • 50% | 1 month ago

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