Moving Up

Latest Episodes:

IB to PE to Headhunting Nov 21, 2017

Show notes

A headhunter for hedge funds discusses what will set you apart. How to be honest with yourself and non-traditional paths from finance.

From Beauty Queen to Private Equity - Fear of Failure Nov 07, 2017

Show notes

Mags was a single mom and failed entrepreneur putting herself through school. Hear how she persisted and landed a job in private equity. The advantages of being a female on Wall Street, non-traditional paths into finance and how to maximize the leverage you have.

The Path from Banking to Google Oct 25, 2017

Show notes

Sameer tells us why getting a job in tech after banking was the hardest thing he’s ever done, his advice for you and how to follow your passion. Check out his side hustle; Wall Street to Silicon Alley, a group that helps financiers transition into tech: http://www.wallstreettosiliconalley.com/

Advice to become CEO and Big Company’s vs. Small Oct 10, 2017

Show notes

Charlie Nooney, CEO of mobiTV describes what steps he took to become CEO and what specific skills set him apart. Leaving Disney to run a venture backed company, reporting to a board, the future of TV and the most important 2 things to do in your career.

CEO Coach who Left Goldman Sachs and Carlyle Breaks Down the Playbook for How to Win Sep 26, 2017

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Geoff Blades will tell you how to turn success into a method. How to find out what you want and then how to go get it.

More Tips for How to Break into Wall Street – Andre Bueno Sep 12, 2017

Show notes

What you need to do to prepare yourself before you start looking for job and how the PRIME method is the key to landing the job. Tips to differentiate yourself in the resume submission/interview process and how to go from cold emails to job offers.

From an Extreme Non-Target to the Head of Trading at Lehman Aug 29, 2017

Show notes

Jared Dillian describes how he accomplished the impossible and his advice for you can do the same. How to stand-out, how to get the inside edge and what you can be doing now while still in school.

Why I Left Private Equity to Start a Business and Live on the Beach Aug 15, 2017

Show notes

Ben Altman worked at Blackstone M&A and then Hellman & Friedman. He walked away, moved to Brazil and started a business. How he did it while working in finance and what makes him happy today. Advice for what you should do if you don’t like your job.

From the Army to Investment Banking Aug 01, 2017

Show notes

WestPoint grad and platoon leader in Afghanistan, Dom Latino tells us about his path to Evercore. Why he wanted to do it and what IB recruiting in business school is like. Also, how much you make!

Hedge Fund Investor and Happiness Guru Jul 18, 2017

Show notes

Greg goes from McKinsey to Bain Capital to a hedge fund in San Francisco. His 2 principles for progressing in the world of investing and why he chose consulting over banking. Also, networking tips if you don’t have the big names on your resume and how he found happiness.

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