Success is intentional

Breaking in


Dreaming of a career in finance?

Breaking into finance is tough, but you’re not starting from scratch.

Together, we’ll build a tailored Transition Strategy showcasing your unique background that positions you as a must-have asset in the world of Finance.

  • IB, S&T, AM, HF, PE, VC
    Finance speaks its own language

    We’ll explore roles that align with your interests and capitalize on your existing expertise.

  • We’ll highlight your transferable skills, identify areas for growth (knowledge and skillset), and create a roadmap to bridge the gap.

  • Finance is competitive—your story needs to resonate.

    It’s not just about what you’ve done, it’s about connecting the dots between your past experience and their future needs.

  • Leverage connections with purpose. It’s about developing genuine relationships that not only open doors but also build your reputation before you even walk through it.

Your Career Strategist is your competitive edge

With an industry veteran in your corner, you’re not just breaking in - you’re standing out