I’m pleased to be involved with Pro-Forma Futures to share my 25+ years background with those who can benefit from a diverse financial background.

I initially started my career working for a small CPA firm doing both tax and audit services, and became a Certified Public Accountant (CPA) in California. After leaving public accounting, I worked in the operations team for two large asset managers in California (Capital Group, parent company of the American Funds), and New York (Goldman Sachs Asset Management). I’ve worked for a small Registered Investment Advisors, and a boutique Asset Manager doing institutional sales. I’ve worked at BNY Mellon in San Francisco and London in the beta and transition management team providing services to institutional clients, foundations/endowments and sovereign wealth funds. I had a great experience working for the world’s largest index provider, MSCI, in their wealth advisory team in San Francisco, then spent time as an ETF Specialist at VanEck in a sales capacity across the Western United States focused on the wirehouse, regional and independent broker/dealer channel.

For my undergraduate studies, I attended the University of Southern California (USC) and earned dual Bachelor of Science degrees in both Accountancy and Business Administration, and earned my MBA at the Marshall School of Business at the University of Southern California.

In my career, I’ve always embraced ways to provide support to those who can benefit from my experience and background. I’ve had the good fortune of participating on the Board of Directors for the CFA Society of San Francisco, as well as for the Bay Area Financial Education Foundation. I’m a believer in ‘paying it forward’.

If I can provide assistance, please reach out to proformafutures@gmail.com and the team will coordinate a call.

My name is Anya and I am currently a senior at Duke University. I will be joining Goldman Sachs as an incoming investment banking analyst in the Financial Institutions Group. Previously, I interned as a sophomore in the Mergers & Acquisitions group at Bank of America, at TowerBrook Capital Partners, and in venture capital at Serena Williams' venture capital fund. I have experience with insight programs and re-recruiting between sophomore and junior summers. I am passionate about helping women and individuals from non-traditional backgrounds, such as non-target schools or first-generation students, break into finance. Please feel free to reach out to discuss anything related to investment banking, venture capital, or breaking into finance. I'm always happy to provide insights or mentorship.

My name is Max Meyer, and I am currently and MBA student at Wharton. Prior to Wharton, I was a Private Equity Associate at TH Lee. Previously, I was an Investment Banking Analyst at Goldman Sachs in NYC and in investment banking at Stifel in the TMT M&A practice. I graduated from Tulane University in 2019 with a B.S.M. in Finance. I did my summer internship at J.P. Morgan in the middle market banking group. I took a bit of a circuitous route to land my current role and have learned valuable lessons along the way. My impetus for working in investment banking was largely shaped by my deep passion for learning and desire to excel in intense environments. Finance has always intrigued me, and I took my time to figure out where exactly I wanted to drive my professional endeavors. Throughout my career, I have participated in summer analyst recruiting, full-time recruiting, and lateral recruiting. If you need advice on any of these areas, please reach out to me!

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.

I’m currently working at Zipline an autonomous drone delivery startup focused on the business unit economics and global operations. Previously, I was an Associate in Growth Equity focused on B2B SAAS and Tech-enabled business services. I started my career as an Investment Banking analyst in the Real Estate, Gaming and Lodging group at Goldman Sachs in NYC. I graduated from the McIntire School of Commerce at the University of Virginia where I studied Finance, Global Management, and Art History. I’m happy to talk to anyone about career paths in finance or all the other things I’ve considered along the way.

My name is Matthew Kushner and I am currently a private equity associate at Brynwood Partners, a private equity firm based in Greenwich, CT, which focuses on leveraged buyouts of middle market consumer businesses. I started my career in the Relationship Lending Group within the investment banking division at Goldman Sachs where I focused on underwriting syndicated corporate debt. While I initially began my career with Goldman Sachs in the Salt Lake City office, I transferred to the New York City office in the same role, and later transitioned to the Healthcare investment banking coverage group in New York City. I attended Elon University and graduated magna cum laude in 2018 with a B.S.B.A. in Finance and B.S. in Accounting. I pursued a career in finance because I wanted the opportunity to develop the skills, both soft and technical, required to manage a business as a founder, owner, or investor. More than happy to discuss all things recruiting and day-to-day for Private Equity and Investment Banking. Additionally, pleased to discuss navigating an untraditional path to investment banking based on my own personal experience mentioned above.