About Wall Street Prep
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry. Used by thousands of students and finance professionals, our instructor-led and online training programs bridge the gap between academia and the real world by teaching the practical skills needed to succeed on the job. Our Client List includes top investment banks, private equity firms, investment funds and business schools.
Matan Feldman is Wall Street Prep’s Founder and Managing Partner. His responsibilities include business development, development of courses, and overseeing training programs. Matan has overseen training programs for clients including Morgan Stanley, Credit Suisse, Raymond James, Stifel Nicolaus, FBR Capital Markets, Sagent Advisors, Giuliani Capital Advisors, JP Morgan, Cerberus, Wharton Business School, London Business School, Kellogg, Booth, Stern (NYU), and Cornell. Prior to founding Wall Street Prep, Matan served in several capacities on Wall Street — first as an Analyst in Chase Manhattan Bank's Mergers & Acquisitions Group in New York, and subsequently as an Associate within JP Morgan's Equity Research Group, covering Food & Drug Retail Equities.
Arkady co-authored many of Wall Street Prep’s training materials and has conducted corporate training for many of Wall Street Prep’s clients, including Enogex, Rosetta Resources, Hess Corporation, Silicon Valley Bank, RBC Capital Markets, Stifel Nicolaus, and FBR Capital Markets. In addition, Arkady conducts training programs at top business schools across the world, including Wharton, MIT Sloan, Wharton, Tuck, INSEAD, London Business School, and University of Michigan. Prior to joining Wall Street Prep, Arkady was an Associate within the Energy & Natural Resources of the Equity Research Group at FBR Capital Markets. Prior to joining FBRC in October 2001, Arkady was an Investment Banking Analyst within J.P. Morgan Chase’s Global Oil & Gas Group.
Ziv has been a senior instructor at Wall Street Prep since 2005. He has conducted training for many of Wall Street Prep’s corporate clients, including Insight Partners, Stifel Nicolaus (Thomas Weisel), FTI Consulting, Walgreens, UnitedHealth Group, and many others. Ziv also conducts training programs at top business schools across the world, including Wharton, MIT Sloan School of Management, Wharton, Rice University, Carnegie Mellon, Cornell’s Johnson School of Business, NYU’s Stern School of Business. Prior to joining Wall Street Prep, Ziv worked for Merrill Lynch in the company's Real Estate Investment Banking Group in New York.
Prior to joining Wall Street Prep, Mike was a Senior Analyst for five years at Permian Investment Partners, a $2 billion NYC-based long/short investment fund. Prior to joining Permian, he was a Vice President at HIG Capital, a private equity fund with $24 billion under management. Before business school, he was an Associate at Golden Gate Capital, a private equity fund with $15 billion under management. He began his career as an analyst at UBS Investment Bank in Los Angeles, where he completed a variety of M&A and LBO transactions across multiple industries. Mike earned a BS in Commerce from the University of Virginia, with Distinction, and an MBA from Columbia Business School, where he graduated with Dean’s Honors and was accepted to participate in the highly selective Applied Value Investing program. Since 2014, he has taught in the Applied Value Investing Program as an Adjunct Professor at Columbia Business School.
Scott oversees the planning, design and development of Wall Street Prep's online learning platform, online courses and exams and other interactive products. He has 15+ years of experience in interactive and print design and product development. Before joining Wall Street Prep, Scott worked at the Washington Post, serving as Creative Director for the Washington Post Express daily newspaper and Design Director for Post mobile apps.
Prior to joining Wall Street Prep, Brad was an Investment Banking Associate within the Financial Institutions Group (FIG) at UBS Investment Bank, where he was involved in a range of diverse transactions that included restructuring, capital raising and M&A for a variety of banks, insurance companies and specialty finance firms. He was one of FIG’s two primary coverage associates for large and mid-cap U.S. regional banks and headed up the group’s internal training program for incoming junior bankers. Prior to UBS, Brad served for over 5 years as an intelligence officer in the U.S. Air Force, where he headed a variety of overseas deployments and training programs.
Prior to joining Wall Street Prep, Hannah was a Vice President at investment banking firm Lincoln International. During her 7 years at Lincoln, Hannah worked on a variety of transactions including M&A, capital raises, and restructuring deals. Prior to working at Lincoln, Hannah spent 2 years at AEGON Investments on the fixed income trading desk. Hannah holds Series 7 and 63 licenses and has a BBA in finance from University of Iowa.
Matt is responsible for organizing financial modeling and technical interview prep boot camps at the top graduate and undergraduate academic institutions in North America and abroad. He has over seven years of business development experience in the education, financial and micro-ticket leasing industries. Prior to joining the team at Wall Street Prep, Matt held the position of Business Development Manager at Timepayment Corp, where he helped generate lease volume and revenue, in addition to acquiring and maintaining vendor relationships. Matt’s additional past professional experience includes positions with GE Capital and EF Education.
Pete is currently the Business Chair and Assistant Professor of Business at the University of Saint Katherine outside of San Diego, California and also provides consulting services on a variety of strategic matters, including valuation, mergers and acquisitions, and litigation. Pete retired after an 18-year career as M&A investment banker where he most recently led U.S. Energy M&A at BMO Capital Markets in Houston, Texas and served as a member of the firm’s fairness committee. Before joining BMO, Pete worked at UBS and Rothschild, Inc. in New York. Pete started his career as a chemical engineer in the oil and gas industry. Pete holds a Bachelor of Science in Chemical Engineering from the University of Illinois at Urbana/Champaign and an MBA with concentrations in accounting, economics, and finance form the University of Chicago’s Booth School of Business.
Eric is the lead instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Eric’s financial markets career began after he was a finalist for J.P. Morgan’s Fantasy Futures trading competition. Eric worked at J.P. Morgan for 10 years across DCM, Syndicate and Sales & Trading Roles, including in the Cross Asset Sales & Structuring group with trade execution experience across all asset classes. Eric is an expert in International Markets and Cross-Border transactions with global work experience in New York, London, Hong Kong and Tokyo.
Prior to joining Wall Street Prep, Haseeb was an Assistant Vice President in Barclays Wealth's Business Assessment & Strategic Analytics team, focusing on streamlining operations and increasing profitability for specific business lines. Prior to Barclays, he spent two years as an Investment Banking Analyst at Jefferies focusing on maritime, offshore and logistics companies, developing an expertise in unique LBO and capital raising structures. Immediately after graduation, Haseeb helped establish a financing subsidiary for Edible Arrangements International, Inc. He graduated from the Leonard N. Stern School of Business at NYU with a BS in Finance and Accounting. Haseeb has passed the Series 79 and 63 exams.
Hugo Faria is an Instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Hugo has 30 years of financial markets experience, having held leadership positions at Citibank, Merrill Lynch, Deutsche Bank, UBS and Standard Chartered. At these firms Hugo either built or turned-around regional and global exposure management and structured trading businesses. Working in a range of analytical, transactional and managerial roles his career includes substantial stints in the U.S., Latin America, Europe and Asia. Since 2017 Hugo has focused full-time on the education sector. This phase of his career includes ongoing engagement at Sponsor’s for Educational Opportunity, where Hugo was Vice President of SEO Scholar’s college program and later SEO’s Chief Operating Officer, before moving to project-specific responsibilities. Hugo holds a bachelor’s degree from Yale University and a master’s degree from Columbia University.
Andrew most recently worked at J.P. Morgan in New York City in the Healthcare Investment Bank. Spending 1 year as an associate and 3 years as an analyst, Andrew worked as a coverage banker on a diverse set of transactions including M&A, IPOs and other unique capital raises. Prior to J.P. Morgan, Andrew spent 1 year as a commercial credit analyst in Dallas, TX at Bank of America Merrill Lynch.
Most recently, Zack was an associate at Bernhard Capital, an energy services private equity firm where he focused on evaluating investments, building valuation models, conducting financial analysis, diligence and managing portfolio companies within the energy services space. Before Bernhard Capital, Zack was an associate at Goldman Sachs in the TMT Investment Banking Group. Zack majored in Math at Duke University.
Aaron is a real estate professional with 4+ years of real estate investment experience. Most recently, Aaron was a Senior Associate at Artemis Real Estate Partners where he was responsible for supporting acquisition and asset management activities. Aaron was focused on the acquisition of both stabilized and opportunistic projects as well as the asset management of the firm’s investments. Prior to Artemis, Aaron worked as an Analyst in the Real Estate Investment Banking group at Morgan Stanley. Aaron is currently an MBA Candidate at Harvard Business School and received a B.S. in Applied Economics & Management with concentrations in Finance and Real Estate from Cornell University.
Dan is an investment professional with significant experience in investment banking and private equity, having closed more than 25 deals throughout his career. Most recently, Dan was a Vice President with Hard Yards Capital, a Washington, D.C.-based private equity firm focused on investments in the national security and defense sectors. Prior to that Dan spent three years as an Associate at Prospect Partners, a Chicago-based private equity firm investing in companies across a range of industries. Prior to that, he was an Analyst in Houlihan Lokey’s Consumer, Food & Retail Group where he worked on a variety of sell-side and buy-side merger & acquisition transactions. Prior to Houlihan, he was an Associate with PwC in Nashville. Dan graduated as a James Scholar from the Gies College of Business at the University of Illinois where he earned a B.S. in Finance and a B.S. in Accountancy. He is a Certified Public Accountant (inactive) and has held the FINRA Series 63 and Series 79 securities licenses.
Most recently, Jessica was an associate in the Carlyle Group's U.S. Buyout Consumer & Retail group, where she focused on evaluating investments, building valuation models, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. Jessica majored in finance and accounting at Georgetown University, where she graduated summa cum laude, and earned an MBA from Stanford's Graduate School of Business.
Marc’s experience spans investment banking advisory, private equity buyout, minority investing and capital raising across various industries and transaction types and sizes. While at Goldman Sachs and The Carlyle Group in New York City, Marc helped execute $70 billion worth of global M&A and financing transactions in the technology, media, telecom, infrastructure and sports facility finance markets. He earned his MBA, with Honors, from Harvard Business School and his BA in Business Economics, Magna Cum Laude, from Brown University, where he was also a two sport (football and track) and All-Ivy League athlete. Marc is a proud native of Cleveland, OH. Go Browns!
Scott Humphries is responsible for corporate business development with a focus on landing and building relationships with Fortune 500 companies. Scott has been a significant contributor to the successful launch of Wall Street Prep’s FP&A Technical Mastery Training Program. Before joining Wall Street Prep, Scott worked for Chase Education Finance, where he managed strategic partnerships to promote student loan products. Scott also held sales and management positions at W.A. Wilde and Enterprise Rent-A-Car.
Hahn has eight years of experience evaluating and executing investments across investment management, private equity and investment banking roles. Prior to joining Wall Street Prep, Hahn was an Assistant Vice President at Old Mutual Asset Management, a Boston-based holding company of institutional asset managers with over $250 billion in AUM. Prior to OMAM, Hahn was an Associate at Palladin Consumer Retail Partners, a Boston-based private equity firm, and an Analyst at Quadrant Management, a New York family office. Hahn began his career as an Investment Banking Analyst at Macquarie Capital in New York. He is a CFA charter holder and has passed the Series 7 and 63 exams. Hahn holds a BS in Finance from NYU Stern.
Cara specializes in delivering training related to Microsoft Excel, VBA, Python, financial modeling, risk measurement, portfolio management and corporate finance. Concurrently, she is a professor of finance and risk management at Queens College, City University of New York. Cara has been on the faculty for over fifteen years and is currently serving as Director of the Graduate Program in Risk Management. She is a published author, writing journal articles and a book titled, Financial Engineering: The Evolution of a Profession, which helps bridge the gap between theory and practical application. Cara has worked in a variety of roles for Merrill Lynch and for a small financial engineering firm. She has worked in marketing and internet engineering and has experience with computer programming as well as curriculum development. Cara also serves on the advisory board for Quantcha and has helped other startup firms, advising founders and developers on financial product valuation, risk management techniques, and portfolio strategy tools.
Jesse most recently worked at Medtronic as a Director of Business Development and Strategy. Prior to joining Medtronic, Jesse worked at Piper Jaffray, where he focused on raising equity capital for private companies, leveraging a network of venture capital, growth equity, sovereign wealth, and hedge funds as well as family offices. Prior to Piper Jaffray, Jesse worked in Fifth Third Bank's private equity group where he was responsible for conducting fund diligence as well as reviewing direct co-investment opportunities. Jesse earned his MBA from the University of Chicago's Booth School of Business and his A.B. in Economics from Harvard University.
Silab has held several prominent investment banking positions in New York, including Associate at JP Morgan, Vice President at Credit Suisse, and Director and Executive Director at UBS. Silab has worked on numerous M&A, financing, capital markets, leveraged buyout, restructuring, and cross-border deals. Prior to investment banking, Silab worked with multinational financial institutions, including Standard Chartered Bank, in corporate banking and structured finance in Asia.
Brian is an entrepreneur and investor with significant experience in private equity and investment banking. Most recently, Brian worked at the private equity firm Helios Investment Partners, as Vice President, leading due diligence and financial analysis on investments across telecommunications, technology, and consumer sectors. Prior to Helios, Brian worked on the corporate development team at iHeartMedia, where he led various strategic initiatives in the media sector. Prior to iHeartMedia, Brian worked as an investment banking analyst at JPMorgan. Brian began his career with Teach for America, serving as a math teacher in Washington, DC. Brian holds an MBA from Stanford and a BS in Economics from Duke.
Lidia leads the Valuation Practice at CFGI, a regional finance and accounting consulting firm. Prior to CFGI, she served as a Manager in the Transaction Services practice of PricewaterhouseCoopers. Lidia specializes in the valuation of businesses, intangible assets and equity securities for financial reporting, tax planning, mergers and acquisitions and litigation support purposes. She has performed numerous valuation engagements for the transactions ranging from $25 million to $7.5 billion in a broad range of industries. She is a CFA charterholder since 2008.
Prior to joining Wall Street Prep, Tuck held positions in investment banking, education, and aquaculture. Most recently, Tuck spent four years with Teach for America as a corps member in Bridgeport, CT. Before teaching, Tuck co-founded and managed a venture-backed aquaculture company that grows and sells premium oysters. Prior to that, Tuck served as an investment banking analyst in the TMT sector with Guggenheim Securities in New York and Revolution Partners in Boston. Tuck's transaction experience includes buy-side and sell-side M&A, leveraged buyouts, public offerings, and private capital raises for software & services, internet, and digital media companies. Tuck holds a BA in economics and philosophy from Boston College and is finishing up his MA of Science in Education from Johns Hopkins University.
Jay is an investment professional and business executive with experience in investment banking, hedge funds and search funds. He is currently the CEO of an aerospace manufacturing company acquired via a search fund. Previously, Jay worked as a senior analyst at multi-billion dollar hedge funds covering the consumer sector. Jay began his career as an Investment Banking Analyst in the Consumer/Retail & Industrial group at Lazard. He holds a BS in Finance and Economics from NYU Stern.
Kyle Chaning Pearce
Kyle is a financial modeling instructor/practitioner with years of experience of project finance modeling training at Investment Banks, Funds, Project Developers, Big 4 Accountancy firms and more. Kyle was previously head of training EMEA at Mazars Global Infrastructure Finance, and trained professionals and students in project finance financial modeling around the world with project finance consulting firm Corality.
Deepak Sarpangal is the Managing Member of Sarpa Holdings and has nearly twenty years of diverse investment experience. Prior to founding Sarpa, he was a Partner and founding member of the investment team at Marcato Capital Management, which during his tenure was recognized as S&P Capital IQ’s Best Emerging Manager of the Year, Institutional Investor’s Emerging Hedge Fund Manager of the Year and Absolute Return’s U.S. Equity Fund of the Year. Previously, Deepak worked at leading multi-strategy firms, including as a Principal at Capricorn Investment Group and investment professional with Farallon Capital Management. Earlier, Deepak was with Goldman Sachs’ Principal Investment Area in New York and London, where he evaluated and executed private equity and mezzanine investments and served as a portfolio company Board Observer. He earned a BA in Molecular and Cell Biology from the University of California, Berkeley, an MA in Education from the Stanford Graduate School of Education and an MBA from the Stanford Graduate School of Business.
Jeff’s diverse background includes equity research and corporate development, as well as restructuring and investment banking. Most recently, as an Associate at Tudor Pickering Holt & Co, he covered 20 diverse oil and gas companies with a combined market cap of over $300 billion. Prior to TPH, he covered more than 30 oil & gas companies while at Raymond James. He has been an instructor at Wall Street Prep since 2010, where he has conducted seminars for a variety of financial institutions, consulting firms, and corporations. Jeff has also taught at many of the top MBA programs, including Harvard Business School, The Wharton School, Columbia Business School, MIT Sloan School of Management and more. Jeff holds a BS from Texas A&M University, an MBA from the University of Houston, is a CFA charterholder and holds FINRA Series 7, 63, 79 and 86/87 licenses.
Carl provides strategic consulting and financial advisory services to companies going through accelerated growth or transition. His experience extends to appraising business enterprises and intangible assets for corporate transactions, litigation, and other general purposes in distressed and non-distressed capacities. He has significant experience in intellectual property matters, having valued intellectual assets or quantified IP damages in over a dozen intellectual property disputes involving sole proprietors, middle-market, Fortune 500 companies, and celebrities. He is a current or past member of the American Institute of Certified Public Accountants, Association of Certified Fraud Examiners, Turnaround Management Association, American Society of Appraisers, Association of Insolvency and Restructuring Advisors, and American Bankruptcy Institute.
Charles is currently a Venture Capitalist in the San Francisco Bay Area since 2016. Before that, he was a member of the West Coast Technology Investment Banking Group at Morgan Stanley's Menlo Park office. There he worked on a variety of capital markets and M&A transactions as well as corporate advisory engagements for companies within the consumer / internet, enterprise / SaaS, and semiconductors spaces. Charles also worked in Morgan Stanley's New York office in the project finance and leveraged finance groups working on capital markets transactions for companies in the Oil & Gas, Power, Liquefied Natural Gas, and Renewable Energy sectors, with projects located across the U.S. and Latin America. He also spent two summers as a summer analyst at both Goldman Sachs and Bank of America Merrill Lynch where he worked on similar opportunities with companies in the financial institutions and consumer retail spaces. Before he started a career in finance and investing, he was a mathematics teacher through the Teach For America corp. Charles graduated from Harvard University.
Before joining Wall Street Prep, Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions. He is a graduate of the University of Pennsylvania and holds an MBA from Harvard Business School.
Prior to joining Wall Street Prep, Sandya held a variety of roles across finance, consulting, strategy, and most recently for Facebook, where she looked at new market and product opportunities and worked on international expansion within Marketplace. Prior to Facebook, Sandya worked at Walmart eCommerce and McKinsey. Before business school, she started her career with Teach for America and worked in investment banking and private equity with Lehman Brothers and Insight Venture Partners. Sandya also worked for the City of New York, running a workforce development pilot program to reduce poverty. Sandya completed a joint MBA and Master's in Public Policy at the University of Chicago Booth School of Business and Harris School of Public Policy and finished her undergraduate studies at The George Washington University.
Shesi Xie, has 10+ years of experience in the social infrastructure and transportation sectors. She has extensive experience in project finance, asset privatizations, infrastructure commercial strategy, and public private partnerships. Prior to founding SXM Strategies, Shesi was a Vice President in KPMG’s Infrastructure Advisory Practice and was the financial and commercial advisor to various public agencies for their alternative delivery programs. Her work consisted of project screening, financial analysis, financial modeling, term sheet negotiation, and commercial structuring advice for public and private sector clients.
Matt is currently the Director of Investments for a Fortune 500 insurance company. For the past four years, he has managed a multi-billion dollar pension fund with responsibilities across all asset classes. Prior to that, Matt spent time at Lightpoint Capital, a collateralized loan obligation fund, focusing on Aerospace and Defense and Airlines. Matt received his MBA from Kellogg, is a CFA charter holder and has passed the CPA exam.
The Wall Street Prep Quicklesson Series
7 Free Financial Modeling Lessons
Get instant access to video lessons taught by experienced investment bankers. Learn financial statement modeling, DCF, M&A, LBO, Comps and Excel shortcuts.