Former Division 1 scholarship athlete (Baseball), now financial advisor at regional brokerage house. I want to transition into a more analytical role within finance. Investment banking is my goal. I believe I have great interpersonal skills but lack the technical skills. Also looking for a role where I can really develop professionally.
Undergrad School: Western Michigan University
Undergrad Major: Finance
Age: 26, Ethnicity: White
Extracurriculars: Instructor/Trainer- Baseball, Coach- Special needs baseball league, United Way
Title: Financial Advisor
Industry: Banking & Finance
Company: Fortune 500
Length of Employment: 3 yrs
Big Life Wins:
1) Obtaining a scholarship to play sports in college was very cool, primarily because others thought I couldn’t. Gave me great confidence in attacking future endeavors- no task too tall. 2) Landing my first high net worth account. Gave me great confidence and momentum in a business that is difficult to differentiate yourself.
Post MBA Goal:
I want to transition into investment banking. Working in the financial industry currently I am familiar with much that goes on in IB. Moving into this role will give me great technical skills that I currently do not have and am not trained on. This is my next next professional challenge, moving into what I would say is a higher level of finance.