E57: Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan
In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation...
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Monkey to Millions
This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis...
Episodes
20 of 57 episodesE56: Grace (Session 20) - Blackstone Real Estate Internship - the RESULTS
In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan...
E55: Victor (Session 11) - CFP and Insurance Tests on Deck
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Rel...
E54: Victor (Session 10) - The Big Promotion
In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surpri...
E53: Victor (Session 9) - The Big Move
In this session, Victor gives us an update on his Series 7 and 63 exams and he tells us about the success he's had networking and as a resul...
E52: Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022
In this short session, we catch up with Grace to hear how she's prepping for her real estate internship with Blackstone. We go over what she...
E51: Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021
In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying...
E50: Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021
In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. W...
E49: Grace (Session 18) - Citi Internship Over and Junior Year has Started - Oct 18, 2021
In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and wha...
E48: Grace (Session 17) - Citi Internship About to Begin - Jun 14, 2021
In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn o...
E47: Victor (Session 7) - Fidelity Starts...but another Wrinkle Emerges - Oct 13, 2021
In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn abo...
E46: Victor (Session 6) - Big job news and the realities of breaking into private equity - August 18, 2021
In this session, Victor shares some big news and when he'll be starting his new job! We then talk about how to position himself for a path t...
E47: Tarnvir (Session 1) - Introduction and Resume Review Deep Dive
In Tarnvir's first session, we learn about his background, his goals and what to expect as he makes the transition from Baruch during Covid...
E45: Victor (Session 5) - Mock Interview to Prep for a Fidelity Interview for Investment Solutions - June 14, 2021
In this session, I put Victor through a realistic mock interview for a position as an investment solutions specialist with Fidelity. Both of...
E44: Grace (Session 16) - Big News AGAIN - Apr 16, 2021
In this session, Grace shares some more exciting news. Plans for the Summer 2022 are already taking shape and she tells us what offer she de...
E43: Victor (Session 4) - Detailed LinkedIn Networking Advice and New Focus - April 14, 2021
In this episode, we learn that Victor is working 90hrs a week at two jobs to make sure he can keep up with his bills. We focus on the highes...
E42: Grace (Session 15) - IB and PE Recruiting Continues - Mar 22, 2021
In this session, Grace makes time in between her packed schedule to update all of us on her recruiting progress. From Blackstone to Ares, to...
E41: Victor (Session 3) - Unexpected Life Event Grounds Him in Salt Lake City...Now What? - Jan 27, 2021
In this session, Victor shares an unexpected life event that now forces him to be in Salt Lake City for the foreseeable future. As a result,...
E40: Grace (Session 14) - Accelerated Recruiting Update + New Resume Review - Jan 8, 2021
In this session, Grace gives us an update on her accelerated recruiting processes with Moelis and Blackstone. Learn why networking early rea...
E39: Victor (Session 2) - Honest Resume Review (Continued) - Dec 16, 2020
In this session, Victor and I review his updated resume. While it is much closer and looks more polished, we dive into each bullet and I pus...