I help mid-career finance professionals transition to new jobs or determine a new career altogether. Over the past decade, I’ve coached more than 600 financial services professionals across the front, middle, and back offices, helping them navigate job and career transitions.

Before coaching, I spent 15 years in investment banking at Merrill Lynch and Credit Suisse, followed by leadership roles in fintech and renewable-energy finance. I have been in your shoes.

My coaching combines career strategy, executive branding, internal visibility, AI literacy, and clear action plans. I’ve helped clients land MD-track roles, pivot to private credit, fintech, family offices, strategy, investor relations, and more. My approach is direct, analytical, and practical — no fluff.