Our Investment Banking Mentors

Kent Moser

Private Equity Investor & Mentor

Stephen Dirkes

Investment Banker & Mentor

Jonathan Schudmak

Investment Banker & Mentor

Anshu

Investment Banker & Mentor





35+ years of experience as a founder, investor, advisor, and consultant across private equity, venture capital, investment banking, and management consulting. CFA charterholder.

Experience:

• Moser Capital — Managing Partner, New York

• Robeco — Managing Director, Hong Kong

• Blackstone — Managing Director, New York

• AllianceBernstein — Director, New York

Signature strengths:

• Reviewed hundreds of resumes across startups, finance, and consulting — knows how to position candidates to stand out

• Guided hundreds of professionals through career transitions

• Background in VC & PE, mentoring on career moves and leadership

20+ years of investment banking experience on Wall Street, with strong expertise in M&A, equity, debt, financial sponsors and private equity. MBA from Cornell University.

Experience:

• M&A Director — Catalyst Strategic Advisors

• Managing Director — Oppenheimer & Co. (M&A / Financial Sponsors), New York

• Director — UBS, Chicago

• Vice President — Dresdner Kleinwort Wasserstein

• Associate — Deutsche Bank (M&A – Financial Institutions)

• KPMG — Senior Accountant / Consultant (CPA)

Signature Strengths:

• Hiring-manager perspective — recruited & developed Analysts and Associates across top platforms

• Interview expertise — behavioral + technical drill-downs tailored to each candidate

• Resume and deal-story overhaul — ensures instant relevance to M&A bankers

• Career pathing — helping career-switchers, graduates, and mid-career professionals land roles and accelerate progression


20+ years of investment banking and wealth management experience on Wall Street, with another 8+ as a hiring manager. MBA from Harvard University.

Experience:

• Managing Director, Wells Fargo Securities — Wealth Management

• Morgan Stanley — Director

• UBS Investment Bank — Executive Director

• The PrinceRidge Group — Sr. Vice President

• FBR — Dresdner Kleinwort Wasserstein — Associate

• US Army — Airborne Combat Engineer Officer (West Point graduate)

Signature Strengths:

• Interview mastery (behavioral + technical) — hired 30—40 bankers per year and chaired Super Day decision meetings

• Resume & deal-story precision — reviewed several thousand resumes and led resume-selection committees

• Career strategy for banking — breaking in, progressing, and mapping long-term roles

• Leadership development — confidence, communication, stakeholder management & promotion readiness

10+ years of investment banking and private equity experience, having transitioned from software development. MBA from Dartmouth University.

Experience:

• Partners Group — Private Equity Direct Investments, Singapore

• Goldman Sachs — Investment Banking Associate, New York

• UBS — Investment Banking Associate, New York

• Deutsche Bank — Assistant Vice President, Singapore

Signature Strengths:

• Conducted 1,000+ IB & PE interviews — knows exactly who gets offers and why

• Screens resumes and deal stories with precision — helps candidates stand out instantly

• Deep experience coaching behavioural + technical interviews