My name is Aakash Tummala, and I am currently a senior at Rutgers University studying Finance and Real Estate. This past summer, I was an Investment Banking Summer Analyst at Piper Sandler in their Financial Services Group, and I will be returning once I graduate. I pursued a career in finance because I enjoyed the fast-paced, team-oriented environment, and I wanted the opportunity early on to develop the skills, both soft and technical. Coming from a non-target school, I can answer any and all questions regarding IB, networking, and the recruiting process. I am happy to chat & be a resource in whatever way possible!

Hi, my name is Jack Statfeld. I am currently a 1st year Associate for ING Capital on their Infrastructure Project Finance Team in NYC. Prior to joining ING, I worked at Siemens as an Analyst in their Leveraged Finance Group in NYC and at Wells Fargo as an Analyst in their Energy & Power Group in Houston, TX focusing on Exploration & Production Companies. I graduated from Tulane University in 2019 with a BSM in Finance and an Energy Specialization. I have always been passionate about the broader energy/infrastructure sector but wondered how these capital-intensive projects are financed. Tulane presented me the opportunity not only to learn about the capital raising aspect of a business but to focus on the energy/infrastructure industry as well. I understand how daunting and competitive breaking into finance can be and am here to help you. Whether it be networking tips to technical questions, the PFF Team will make sure you are prepared and well situated in pursuing a career in finance.

My name is Keshav Sota and I am originally from Parsippany, New Jersey and attended NYU Stern where I graduated with a degree in Finance. I am currently an Associate at EQT Partners in the Active Core Infrastructure Group, and was previously at BlackRock in their Global Infrastructure Fund and at Citi in the Global Industrials Group. 

I would be more than happy to help in any capacity, whether it's understanding the basics of what a career in finance looks like to helping with resume development & interview prep. 

My name is Matt Cory. I am currently a second-year investment banking analyst in the Syndicated and Leveraged Finance (LevFin) Group at Truist Securities in Atlanta where I support the Healthcare and Consumer teams. Prior to transitioning into the LevFin group, I spent two years working for the Healthcare Credit Delivery Group at SunTrust Robinson Humphrey. I grew up outside of Atlanta, GA before attending the University of Georgia where I graduated with a B.B.A in both Finance and Real Estate. Entering college, I wanted to become a doctor, intending to major in biochemistry and pursue medical school. Over time, my interest in pursuing finance grew, and by my junior year, I officially changed my major to finance. Ultimately, I wanted to pursue a career that was both challenging and rewarding in an environment where I would be surrounded by smart and determined people. The finance and specifically, banking world can be intimidating to break into out of college; I'd be happy to connect with you and speak about my experiences, my decision to change majors, strategies with networking and/or any interviewing tips I have so that hopefully, through working together, we can achieve your goal of landing a great job in the world of finance!

My name is Ryan Shumway, I am currently an investment associate at Crescent Capital Group, a private credit investment firm based in Los Angeles. Prior to Crescent, I was an investment banking analyst at Jefferies in the Global Industrials Group in New York City, and I graduated from the University of Arizona in 2018 with a degree in Finance. I was born, raised, and went to college in Tucson, Arizona, where almost nobody I knew was in this industry or even knew much about it. My networking story in college was one of many cold calls, cold emails, and generally “pounding the pavement” to better understand the industry as well as get connected with people who could help me reach my goal of working in it. As such, I've always been excited to help students from my alma mater and elsewhere to understand the industry and get their foot in the door. I'm happy to help at any stage in your finance journey, from "what even is finance?" to deep dives in technical and qualitative interview skills. Feel free to reach out with a quick introduction, and let's chat!

I am Peter, and I am an analyst at Deutsche Bank, working on companies in the Healthcare sector. Previously, I was at NYU Stern pursuing a B.S. in Finance and Econometrics. While in college, I tried many different career options, interning at a venture capital fund, at a startup in the Silicon Valley, and in sustainability consulting. Eventually, I landed my interest in investment banking, and being able to work with and understand these companies powering Corporate America has truly kept me going. My investment banking experience prior to Deutsche Bank was at Credit Suisse as a 2023 summer intern - a complex situation, but also a great story to tell! I am more than happy to share about my journey so far to investment banking, or to discuss anything that may be helpful.

My name is Pranjal Sheth, and I am currently an incoming analyst with Moelis & Co, in their Houston Global Energy Investment Banking Group. Before joining Moelis, I interned with Mizuho Securities in their Power, Utilities & Infrastructure Group in NYC and with Hastings Equity Partners, a Boston- based private equity firm working out of their flagship fund on LBOs of middle-market companies in the business services, infrastructure, or renewables space. I graduated magna cum laude from the University of Houston in Fall 2024 with a BBA in finance. I came from a background in medicine but moved over to finance when I realized it was something I had a true passion for, and the difference was easily clear after switching my major and trying different opportunities in the space. I went through non-target recruiting and so understand the struggles there. I am happy to have a conversation on how to approach recruiting from a non-target perspective, as well as understanding the broader high-finance landscape and how to break in when you come from a different background.

My name is Harsh Shah, I am an investment banking analyst at Barclays in the Toronto office. I studied Medical Science during my first two years and Business Administration for my last two at Western University and the Ivey Business School. I found a passion for business through my first part-time job selling Canadian Tire credit cards at their gas stations. Prior to IB, I interned at a tech VC fund. I’m convinced you can achieve anything as long as you believe you are capable of it. Feel free to reach out to me for recruiting advice (I’ll be particularly helpful to those recruiting from a science background) or even if you just want to chat about life!

Hi all! I am currently an investment banking analyst at Barclays based out of New York City. I graduated from Vanderbilt University where I studied economics and helped lead the undergraduate finance and investment clubs. Prior to my current role, I gained internship experience in asset management, real estate private equity, public finance, and debt capital markets at a variety of different firms. I am happy to speak with you about my different experiences, offer any advice I can, or just be a sounding board for your career decisions / anything at all! Diversity in the workplace can present itself in many different ways and regardless of your background, ethnicity, race, gender, sexual orientation, disability or socioeconomic status I believe that everyone should have the opportunity to pursue the careers of their choice. Please do not hesitate to reach out, even if it's just for Nashville bar and food recommendations.

Hi, my name is Aris Sevastianos. I was born and raised in a Greek-American household in metro St. Louis, and graduated from The University of Texas at Austin with a Master’s and Bachelor’s degree in Accounting and a Minor in French. Before my current work in venture capital, I spent time in strategy consulting (Strategy& - Retail & Consumer Private Equity Value Creation) and investment banking (Truist Securities - Power & Renewables coverage). In college, I co-ran and sold a Forbes-featured EdTech startup as CFO and did internships at a hedge fund and public accounting firm. Having formally navigated the VC, strategy consulting, IB, and public accounting recruitment processes, I can provide candid insight on each process, as well as my transition between the respective fields. Finally, I can help you build a valuable network from the ground up (something I had to do quickly). I’d love to pay it forward as a friend and mentor while combating such a pressing issue in our society.

I am currently a private equity Vice President at Tarsadia Investments and, prior to that, I was an investment banking analyst at Jefferies. I graduated from Villanova University in 2018 with a BS in mathematics. I pursued a career in finance because I always wanted to surround myself with hard working and smart people, and I felt that it was the industry I encountered during my time at school that had the hardest working and smartest people (by the way: I can now say from personal experience, for all of the job's challenges, there certainly are a lot of driven and intelligent people in finance). I am happy to help anyone who wants to break into the industry, and I can be of particular help if anyone is interested in restructuring / distressed finance.

My name is Morgan Rosia and I am currently an analyst at Wells Fargo in NYC working in Leveraged Finance Syndication. I started my career in the Private Wealth Group at Morgan Stanley, which exposed me to the various opportunities that existed in the world of finance. After establishing the desire to take my career in a different direction (and relocate from Houston to NY), I spent countless hours studying different industries, strengthening my technical skillset, and networking with professionals in the industry. I attended Texas A&M University and graduated as a student athlete in 2023 with a BBA in Management Consulting. If you are considering a career in banking, new to the industry, or seeking a career change, please do not hesitate to reach out! 

Hello, my name is Rick Roebuck. I am currently an investment banking analyst at Shot Tower Capital in Baltimore, Maryland. Shot Tower is a boutique investment bank covering the media and entertainment industries, with a specific focus on music. I graduated from the University of Richmond in May of 2020, where I studied business administration with concentrations in accounting and finance. I decided to pursue a career in finance because I wanted a challenging role that would expose me to a wide variety of industries and business models. I would be happy to provide advice on anything related to the investment banking industry, and can specifically help with the interview process and understanding what entry level roles will entail.

I am currently an analyst in the legacy Credit Suisse LevFin / Sponsors / M&A group at Santander LA. While earning a double major in Finance and Philosophy, I collected a diverse set of experiences working as an EMT, in agriculture, non-profits, private equity, and investment banking – developing an interest in impact private equity along the way. Coming from a non-target, I secured a middle market healthcare coverage investment banking analyst role, and have since lateraled to a top LevFin / Sponsors group. I am happy to discuss my experiences navigating the lateral process with top tier groups, along with the extensive networking and technical prep that is necessary especially coming from a non-target.

My name is Noah Richard, and I am currently an investment banking analyst at SC&H Capital, a boutique bank based in Columbia, MD, that focuses primarily on sell-side M&A for family- and founder-owned businesses in the lower middle market. My interest in investment banking and finance began in high school when I participated in an M&A case competition through a company called Youth About Business, and I carried this interest into college at the University of Maryland, College Park. At UMD, I became involved in and eventually led the business school’s largest finance club, where I organized case competitions and helped underclassmen with networking and securing summer internships in investment banking. I graduated with a degree in Finance and Information Systems, as I believe having a basic understanding of coding and data is helpful in the ever-evolving finance industry. I am happy to discuss networking or insights into the investment banking scene in the DC-Baltimore area.

Hi! My name is Lizzie Reedy, and I am an investment banking analyst at Perella Weinberg Partners. I played golf at the University of Richmond and graduated in 2021 with B.S. in Business Administration with concentrations in Finance and Marketing. Coming from Atlanta, GA, I had little prior knowledge of Wall Street. However, I was hooked once upperclassmen mentors opened my eyes to what a career in finance would entail. The depth and breadth of learning opportunities that banking provides to a twenty-two year old is unparalleled. Also, the thought of mastering a new, highly marketable skillset appealed to me because as a student-athlete, I constantly strive to improve. I would not be where I am today if not for gracious mentors that selflessly guided me through my process. I want to be that person for you. As a woman coming from a non-target school who had little free time outside of classes and tournaments, I will advise on how to craft your story and how to efficiently prepare for technicals in order to set yourself apart from the stack. I am passionate about paying it forward and would love to help anyone obtain their dream internship/job in finance.

I’m currently an investment banking associate at Goldman Sachs and was previously an associate at G Square Capital in London. Beforehand, I was an investment banking analyst in the healthcare group at Jefferies in New York and London. I graduated from Vanderbilt with a BS in Human and Organizational Development (HOD) and a minor in financial economics. I’m originally from Kildeer, Illinois, a town not far from Chicago. I’m happy to help anyone and everyone, but if you are a non-finance major, female, college athlete, someone that wants international experience, or are interested in healthcare finance, I can answer your questions and help you prepare for the interview process with these topics in mind.

Hi, my name is George Politis. I’m currently an Investment Banking Analyst in the Financial Institutions Coverage Group at Truist Securities. In May 2021, I graduated Magna Cum Laude from the University of Miami with a Bachelor of Business Administration with majors in Finance and Legal Studies. My experience in Investment Banking so far has been incredibly rewarding and educational because at Truist we're constantly looking to communicate our clients' value to the best of our abilities. I can be a resource to you when it comes to presenting yourself in interview situations, learning the material at hand, or just any general industry questions.

Hi, my name is Jack Plocica. I graduated from Wake Forest University in the summer of 2017. I’m currently an Analyst at Truist Securities in the Investment Bank. Specifically, I’m in the Technology, Media, and Telecommunications vertical of the Syndicated & Leveraged Finance group. My interest in finance sparked from networking, as you are doing now. I found that I learned a great deal from speaking to young professionals. My goal in joining the Pro Forma Futures team is to pay this forward by sharing my knowledge and experiences with you all. My experience in the industry has truly been rewarding thus far and hopefully we can encourage you to be excited about your future as well.

My name is Tim Peyser, and I currently work at Piper Sandler covering financial services as an investment banker. Previously, I spent two years at RSM advising private equity clients in a consulting capacity. I joined RSM after graduating from the University of Richmond ('19) where I majored in international business and finance with a minor in French. I have worked in a number of roles in finance from boutique venture capital to Morgan Stanley's wealth management practice and would be happy to be a resource to you.