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.
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.
After graduating from the University of North Carolina at Chapel Hill, Stefan began his professional career as an analyst in the healthcare investment banking group at Barclays. After completing his two years at Barclays, he worked at the private arm of a healthcare investment firm called Consonance Capital. He then worked at the non-profit SEO and then a brief stint at a value-oriented hedge fund called Newtyn Management, before attending the Graduate School of Business at Stanford University. Since graduating from Stanford, he has focused his efforts on independent consulting and working on a start-up idea.
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.
Michelle Behrend is an instructor for Wall Street Prep’s Capital Markets and Sales & Trading programs. Michelle has 15 years experience as a credit trader at HSBC and BNP Paribas. At BNP Paribas, she was the business sponsor of the Global Markets Internship and Analyst programs responsible for overhauling training, recruitment, and acculturation of young professionals. She is a financial career consultant at Tulane University, helping financially passionate students prepare for their future career pursuits. She founded MBehr Investments, a financial and managerial strategy consulting and investment firm, and Bubbles and Bass, an event production and community organization.
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.
Martino’s career in financial markets began at Citigroup in Zurich where for the first ten years held various positions such as FX and Rates Corporate and Institutional Sales, Equity Warrants and Structured Products specialist before joining Citi Private Bank as Cross Asset Structurer. In 2003 he was transferred to London where he was tasked with the Structuring Team reorganization. In 2006 Martino was hired by Standard Chartered Bank and a year later moved to New York to establish a local presence for the Financial Markets Derivatives and Corporate Solutions structuring team. He held this position for over ten years. Most recently Martino completed his MBA at Università della Svizzera Italiana in Lugano (Switzerland) where he obtained his degree with Honors (Magna Cum Laude). Martino also holds the Diploma as Certified International Analyst (CIIA) and the Swiss Federal Diploma as Financial Analyst and Portfolio Manager.
Abhi is an experienced investment professional bringing over a decade of experience in the private equity / venture capital industry alone. He has experience closing both debt and equity transactions and has served on many portfolio company boards of directors. Abhi has led several investments during his career and has seen successful exits including one that went public on the NYSE. Most recently, he was an investment professional at Advantage Capital where he was a fund manager and deal sponsor. Prior to Advantage, he worked for TA Associates (a global growth equity firm) and began his career as an investment banker with Citi in New York. He also has experience working at startups and Fortune 500 companies in Silicon Valley and is an avid Bay Area sports fan. Abhi graduated with an MBA from Chicago Booth and holds dual undergraduate degrees in Finance and Economics from the University of Maryland.
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.
Most recently, Shabdha was co-founder of Arfa Inc, a community-driven platform for launching new e-commerce wellness brands, which she launched with former colleagues from Glossier, where she was Chief of Staff to the President & COO. Prior to Glossier, Shabdha was a private equity associate at Berkshire Partners, where she was a generalist investor and spent time across consumer, healthcare, telecom, and business services. Before Berkshire, Shabdha was an investment banking analyst in the Media & Communications group at Morgan Stanley. Shabdha majored in Economics and International Studies at Yale University, and earned an MBA from Stanford's Graduate School of Business.
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.
Bryson has 13 years of investment and advisory experience in private equity, investment banking, and management consulting, providing him with deep experience across the investment lifecycle from buy-side diligence and valuation, to post-transaction strategies that maximize profits, operational and financial restructurings, and exit strategies through a sale, carve-out, or IPO. Bryson began his career at Goldman Sachs and was a full-tuition merit scholar at Chicago Booth where he completed his MBA. He also previously served 16 years in the military and Department of Defense, and two years working for the Chairman of the Senate Finance and Intelligence Committees.
Most recently, Ayo was an associate in the Blackstone Group's Strategic Capital Group, the business that acquires minority GP stakes in alternative asset management companies. Prior to joining Blackstone, Ayo was an analyst at Citigroup, where he focused on Municipal and Project Finance investment banking and capital markets origination. Ayo is an incoming MBA Candidate at Harvard Business School and earned a B.A. in Political Science from Williams College, where he was also a member of the football team.
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 included working at Sponsors for Educational Opportunity, where Hugo was initially SEO’s Vice President responsible for the college program and later Chief Operating Officer. At Autentike Advisors Hugo is active in a range of projects with other educational organizations. Hugo holds a bachelor’s degree from Yale University and a master’s degree from Columbia University.
Andrew serves as the Director of Investment Banking Curriculum at Wall Street Prep. He currently oversees the development and execution of technical and professional training for all investment banking curriculums. Andrew joined the firm in July 2019 as an instructor and healthcare subject matter expert. Prior to Wall Street Prep, Andrew worked for J.P. Morgan on the Healthcare Investment Banking team in New York City as an analyst and associate. While at J.P. Morgan, he worked on a variety of transactions including sell-side and buy-side mergers and acquisitions, debt and equity issuances and other client advisory services across biopharmaceutical, medical technology and healthcare services industries. Prior to J.P. Morgan, he began his career in financial services with Bank of America Merrill Lynch as a commercial credit analyst in Dallas covering middle-market companies. Andrew holds a BBA in Finance from the Rawls College of Business and a BS in Agricultural Business from the College of Agricultural Sciences and Natural Resources at Texas Tech University.
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.
Shruti Garodia has over 12 years of capital markets experience with BNP Paribas. She started her career in New York in quantitative credit and market risk, covering the credit trading portfolio during the Financial Crisis of 2008. She then transferred to BNPP’s London office, handling risk portfolios during the European Sovereign Crisis of 2010. In the aftermath of the global liquidity and collateral crisis, Shruti worked closely with senior management to spearhead the complete restructuring and implementation of collateral policies for BNP Paribas globally. She then took on the role of COO for BNPP's Repo Sales & Trading desk. Shruti graduated from Cornell University with a degree in statistics and engineering and has a Certificate in Quantitative Finance. Shruti is also a best-selling author with over 50,000 copies sold of a two-volume book on Indian history.
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!
Asif is building a data and analytics platform business for leveraged finance market participants, to help with research efficiency and investment/underwriting decisions. Prior to starting the business, Asif worked in various leveraged finance roles both on the buyside and sellside, at firms such as J.P. Morgan, Barclays, and Investcorp. His experience includes investing in leveraged loans, high yield bonds, and distressed situations, primarily in the Tech, Media, and Telecom space. He is a CFA charterholder and earned an MBA from Columbia Business School.
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.
Matthew has over ten years of Finance, Investing and Start-up experience, including work at Credit Suisse, Morgan Stanley private equity (Metalmark Capital) and HNA Group. In addition, Matthew was a co-founder of Fast Gourmet Group and worked at a tech unicorn in Hong Kong, Tink Labs. He received his BS in Electrical Engineering from the University of Pennsylvania, MS in Management Studies from MIT Sloan and MBA from Tsinghua University.
Italo Lombardi has held several roles in different Investment Banks in New York, including BNP Paribas, Standard Chartered, and Credit Agricole. As an economist specialized in Emerging Markets, Italo worked as Senior Economist for Latin America at BNP Paribas during a period of fast expansion of their franchise throughout the region. As a Director, and later as an Executive Director, Italo led the Latin America Research team at Standard Charter, playing an important role bridging the bank's growing capabilities in South America with increased interest in that geography by European and Asian clients. At Credit Agricole Italo had a crucial role enhancing the coverage for the Corporate and Institutional client base producing important cross-asset research notes and presentations key during elevated political and economic uncertainties. Before joining the banking sector Italo worked as Emerging Markets economist at Roubini Global Economics, and earlier at Idea Global, two leading consulting firms.
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.
Jason is currently the Founder and Principal of Fox One Solutions, a finance and accounting consulting firm. Previously, he was an investment banker at Goldman Sachs, where he worked in the Industrials group in New York. He also worked as an investment banker at Arlington Capital Advisors, a boutique consumer-focused firm. Jason’s experience includes serving as the CFO of a large nonprofit organization and as an officer in the U.S. Marine Corps. He earned his MBA with Honors from the Wharton School of the University of Pennsylvania, a MA from the Johns Hopkins University School of Advanced International Studies (SAIS), and a BS with Distinction from the U.S. Naval Academy.
Adam’s diverse career in finance includes investment banking, corporate finance and transaction advisory services consulting. Prior to Wall Street Prep, Adam was a Vice President at McNamee Lawrence & Co., a technology boutique investment bank, where he specialized in M&A and private financings. Adam was also a Senior Financial Analyst at one of the top 10 largest private companies where he assisted the company with its first debt offering. Adam has consulted numerous senior management teams and boards of directors on their M&A strategies. Adam holds Series 7 and Series 63 licenses. Adam received an MBA from Yale, a Master’s of Engineering from MIT and a BS from Virginia Tech.
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.
Femi is currently the Managing Partner at JoTunro Partners, a boutique firm that provides consulting and corporate finance services to select insurance technology (InsurTech) clients. Femi has 7+ years of investment banking experience and has advised various corporate clients on a wide range of mergers & acquisitions and capital markets transactions. He started his career at Deutsche Bank in New York (Financial Institutions Group) and later led origination and deal execution at two other InsurTech-focused boutique investment banks. Femi holds a Master of Business Administration from the University of Chicago Booth School of Business and a Master of Science in Finance degree from Boston College.
Cesare is an experienced finance professional specialized in capital markets, structured derivatives and alternative investments. He has over 15 years of trading, structuring and sales experience with Wall Street banks including JP Morgan, Barclays Capital and Merrill Lynch. More recently, he has spent much of his time as a private credit investor and an independent banker focusing on private equity deals and capital raising in alternative investments. Early in his career, Cesare had assignments in Singapore and Tokyo. Training and educating clients and colleagues have been an integral part of his career and something he enjoys immensely. He holds Series 7 & 63 licenses, earned his BS degree in Mechanical Engineering from Manhattan College, an MS degree in Mechanical Engineering from Columbia University, and an MBA from the Anderson School of Management at UCLA.
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.
Most recently, Caroline was an associate at Capitol Peak Partners, a consumer-focused middle-market private equity firm, where she focused on evaluating investments and working closely with portfolio companies. Prior to Capitol Peak, Caroline was an associate at ZZ Capital International, a generalist private equity firm. Caroline began her career as an analyst in the Consumer & Retail Investment Banking group of Bank of America Merrill Lynch where she was actively involved in several transactions covering M&A, equity, and leveraged finance. Caroline received her MS in Finance and BS in Finance, magna cum laude, from the University of Florida.
Previously Jay was a Vice President at HKW, a lower-middle market private equity fund focused on business services. Prior to HKW, Jay held several principal investing roles at Parallaxes Capital / Lone Star Funds and started his career at Credit Suisse as an investment banking analyst in the technology group.
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.
Alex Stoyanov has 13 years of investment banking experience, with a main focus on mergers and acquisitions and the oil & gas sector. Alex began his career at Lehman Brothers in New York (later acquired by Barclays), before moving to Goldman Sachs in their Houston and London offices. Currently, Alex is focused on investing in growth companies across various sectors, including cryptocurrencies, real estate, healthcare, and technology. Alex has graduated with MBA from Columbia Business School in New York and is a CFA charterholder.
Noah Sugarman is an M&A and investing professional with nearly 5 years of experience working in a diverse range of industries and asset classes. After graduating from the University of Baltimore in 2016, he spent 2 years as an investment banking generalist within Stifel Financial’s Baltimore office. In 2018, he moved to Miami, FL to join Royal Caribbean Cruises as a founding member of the company’s corporate development group, where he primarily focused on travel-related acquisitions. Most recently, he worked as an investment analyst for Amherst Residential, a real estate private equity firm that focuses on single-family residential real estate acquisitions.
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.