Hello from
the TBO Team!
Every year, we have the honor of speaking with hundreds of undergraduate students and their parents about the goals they have for after graduation. It’s an honor to help students and their families level the playing field for the most desirable roles on Wall Street.
Our Mission
Our instructors, mentors, community managers and staff all share a key mission: empowering you to launch your career in finance. No matter your background, we are dedicated to guiding your journey from the very beginning to even after you land your dream job.
Meet the Leadership Team
Discover the visionaries guiding our organization with expertise and
passion, dedicated to driving success and innovation
Josh brings over 25 years of investment banking, private placement, venture capital, and business development experience to his role as Head of Mentorship at The Banking Offer. He attended the University of Chicago for undergrad, and was later accepted to the Harvard 2+2 Program for his MBA. Josh has served as a Principal for Wasserstein Perella, a Managing Director in Investment Banking at both Bank of America Merrill Lynch and Morgan Stanley, the Vice President of Eli Lilly Global Corporate Development (including Lilly Ventures, Mergers & Acquisitions, and Licensing), a Partner at DRI Capital, and a Partner at AMV Ventures, amongst several other executive-level roles across Wall Street. He led recruiting teams for multiple schools during his time at Bank of America and Morgan Stanley, conducting over 1,000 superday interviews for students that have graduated since 2010.
Josh has over 2 decades of coaching experience helping students land roles on Wall Street, and is one of the founding members of The Banking Offer. He serves as the head coach for all students enrolled in The Banking Offer’s programs, and manages a team of over 30 Senior Mentors that specialize in each career track, designing the wholistic coaching process & overseeing progress in each student’s recruiting journey.
After graduating from Boston College’s Carroll School of Management, Faizan spent four years working in Investment Banking at Barclays in the Financial Institutions Group. During this time, he worked on several IPOs, M&A transactions, and private placements with clients in the Blockchain industry including Coinbase, Binance, Silvergate, and Kraken. After transitioning as an Associate, Faizan led over $250M of fundraising rounds at the fast-growth NYC-based startup RapidSOS, seeing the company grow from 40 employees to over 300 in under two years. He has most recently worked as a Senior Manger on key strategic initiatives to drive the integration of multiple large SaaS businesses under the umbrella GoCanvas, working closely with leadership at LA-based private equity company K1.
Faizan recommends a data-driven approach to recruiting, with strategies that earned 1st place honors at the Strakosch Venture Competition. He leads syllabus design and the development of all online training modules and learning objectives at The Banking Offer, distilling the key information needed for success in networking, interviews, and internships for each Career Track, and updating learning materials based on the rapidly evolving landscape for undergraduate recruiting.
Han grew up in Seoul, South Korea, and came to the U.S. to get his B.S. in Finance from New York University’s Stern School of Business. He worked in Investment Banking at Barclays after his graduation, where he would meet Faizan and join The Banking Offer team. Han specialized in M&A Advisory in the Financial Institutions Group, working on over $80M of combined M&A deals across dozens of clients. These client relationships would prove to be invaluable, as he was recruited out of his role at Barclays to serve as the Director of Finance at one of the clients that he had advised on capital raises for. Over the next several years, Han worked on transformational deals for startups with investors he had built relationships with during his time in Investment Banking, including Y-Combinator, AddVenture, Social Capital, Softbank, and Kakao Ventures. He is the founder of Fimpact, a seed-funded application that helps streamline financial operations for startups and small businesses.
Han leads partnerships in his role at The Banking Offer, creating mutually beneficial relationships with students and corporations seeking to attract top talent in High Finance. Over the past several years, Han has enabled corporate sponsorship of live in-person networking events, case competitions, and direct-placements into internships with a wide range of companies in financial services for our students.
Akash brings experience in a diverse range of sectors within high finance to his role at The Banking Offer. After graduating from Boston College, he started his career at Citi in investment banking, working on deals for major credit card organizations such as Mastercard and Visa during his analyst years. Leveraging his network & top analyst ranking, Akash transitioned to Bank of America directly as a Vice President, skipping the Associate promotion altogether and becoming the youngest member in BAML’s leadership development program. Since then, Akash made another major career pivot into one of the fastest growing neobanks in the country, Novo, leveraging years of experience in payments from an advisor perspective to lead Product Management in the transformational bank.
Akash attributes much of his career success to his ability to create & leverage a powerful network in finance, and helps our students build their own powerful networks with Community Development at The Banking Offer. This includes building connections between students while they are still recruiting, but especially after they’ve graduated from the program & are exploring exit opportunities. As the number of TBO graduates on Wall Street increases each year, Akash builds incentive structures & hosts events to allow current and past students to tap into the power of our alumni base and further advance their careers.
Chris joined The Banking Offer team during his time at Boston College, helping to design a networking algorithm that would help the team place 1st in the prestigious Strakosch Venture Competition. A strong believer in the power of Big Data, Chris specializes in automation technologies & machine learning to drive improved operational efficiency for world-class organizations. He has served as a Data Analyst and Data Architect at some of the largest & most innovative companies in the world, including Microsoft and Amazon. Many of the algorithms that optimize driver-rider routing for the shortest drive times in Lyft were also developed by Chris.
Chris serves as the Head of Product here at The Banking Offer, helping to build similar automation technologies for our students, to streamline both networking & job applications during the hectic & competitive recruiting process. His work has enabled students of our programs to save over 15 hours of work each week during mundane segments of the recruiting process, so that students can spend more time with coaches & learning the material they need for interviews & internships.
Learn from
the Best
Your instructors are industry experts with decades of finance experience at the best financial services companies in the world — Goldman Sachs, Morgan Stanley, Blackstone, and more.
We are proudly backed by the Soaring Startup Circle, the premier Boston College accelerator and venture capital fund
Why We Started
For the past decade, students have rapidly been turning to coaching programs for SATs, ACTs, and college applications to give them an edge in the university application process. But the competition has continued to stiffen after college acceptances as well. Rates in the recruiting process for elite careers in finance have rapidly declined, as the volume of applications have skyrocketed for top paying roles.
Flexible Options to Pay Tuition After You Start Earning Income
We know college is an expensive investment for students and their parents, and we are fully committed to your long-term financial and professional success. We offer flexible financing options to allow students to pay up to 80% of their tuition after they begin their career & start earning income, so you don’t have to worry about tuition payments while you’re still in school.
Students that wish to pay up-front for the program are eligible for a 100% money-back guarantee if they don’t land a role in high finance by their graduation date.
Eligibility requirements include
- Completing all training modules on time
- Submitting all projects and assignments by their deadlines
- Following our job search guidelines and instructions