Wall Street Prep

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.

Leadership

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.

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.

Our Professionals

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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.