Brock to A&M | Chat with SJ | WSO Academy

Wall Street Oasis

Business

4.9 • 534 Ratings

🗓️ 30 May 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

SJ’s story is one of resilience and reinvention. After being laid off from a family office private equity role, he leaned into the WSO Academy, ramped up his networking, refined his story, and pivoted into a top consulting role at Alvarez & Marsal. In this interview, SJ shares his non-traditional path from accounting at Brock University to Big 4 to private equity—and how he made his way back in during a tough market. ------------------------------------------------------------------------------------------------------ 👇👇👇 Land A High Finance Career: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube 🚀💼📈 ------------------------------------------------------------------------------------------------------ WHAT IS WSO ACADEMY? It's a 12-week program to dramatically increase your odds of landing a 6-figure+ role in high finance... What’s included? 💥 GUARANTEED offer in high finance 🎓 Full course library for life (over $4k+ of content) 👥 Direct access to 1,300+ top mentors across banks & funds 📚 Tons of live training bootcamps (IB, PE, VC, Excel, etc.) 📄 Full resume rewrite + LinkedIn review (human + AI) 🧠 1:1 work with Head Mentors on TMAY + behavioral questions 🗣️ 6–10+ mock interviews, HireVue prep, Excel + logic assessments 🏢 Internship with WSO for resume branding 📬 Proven networking strategy & outreach software 🧭 Accountability coach & progress matrix 💬 Lifetime access to the exclusive alum Slack community 👉 JOIN WAITLIST HERE: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube 💪🔥 ------------------------------------------------------------------------------------------------------ IS WSO ACADEMY FOR YOU? Yes, if any of the below sound like you: ✅ You want to break into investment banking but don’t know where to start ✅ You've applied to 100+ jobs and heard nothing back ✅ You’re not sure how to network effectively ✅ Your technicals or behavioral answers need work ✅ You’re not from a target school or have below a 3.7 GPA ------------------------------------------------------------------------------------------------------ Land A High Finance Career: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube WSO Academy is the largest online finance community with 1M+ members and 20M+ annual visitors. The 50+ head mentors in the program were handpicked from 1,300+ finance pros. They’ve helped thousands break into Wall Street careers over the past decade. ------------------------------------------------------------------------------------------------------ 🎓 JOIN WAITLIST HERE: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube ------------------------------------------------------------------------------------------------------ #finance #investmentbanking #privateequity #hedgefund #consulting #venturecapital #wallstreet The Daily Peel Newsletter 📰 → https://www.wallstreetoasis.com/media/newsletters/the-daily-peel 🎧 Listen to the Podcast: Apple: https://podcasts.apple.com/us/podcast/wall-street-oasis/id1463441793 Spotify: https://open.spotify.com/show/7nQxuApNXFkUSvojQGKyAQ?si=GrYh2zIHSsub8S8xIX0PjQ&nd=1 📚 WSO Resources: Courses: https://bit.ly/2ESzrv2 Resume Review: https://bit.ly/2Z0DFYq Mentors: https://bit.ly/3lIHoUi Events: https://bit.ly/350vMGd ------------------------------------------------------------------------------------------------------ 📱 Follow us: LinkedIn | Instagram | Facebook | Twitter | TikTok → @wallstreetoasis ------------------------------------------------------------------------------------------------------

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, this is Patrick Curtis, CEO and founder of Wall Street Oasis.
0:03.0	Today we got a great chat with SJ.
0:04.9	SJ joined us after he had just lost his position at a family office doing private equity investments.
0:11.3	Listen to specifically what he had to do, how he ramped up his outreach,
0:15.2	and eventually how he landed at A&M in a great consulting role.
0:19.6	Enjoy.
0:37.9	Okay, SJ, thanks so much for taking the time to join us today.
0:40.4	Hey, Patrick. Thanks. Great to be here as well.
0:44.3	So it'd be awesome. Just if you could start out by giving the listeners short summary bio,
0:48.5	just high level, 30 seconds, tell us where you're from and all that good stuff. Yeah,
0:53.7	absolutely. So I'm Canadian. I come from Canada, the Great White North. I now live in New York. I've got a
0:55.4	background in accounting, wanted to transition over into finance, and then saw my career kind of
1:02.2	going more towards the operational side. So maybe I'll start with those three buckets and that's
1:06.7	probably a good framework to lead the rest of the conversation if that works for you. Yeah, that
1:10.7	works.
1:11.0	So like going back to like undergrad, I'm curious with the accounting degree and you studied at Brock University, correct?
1:16.9	Yeah, that's right.
1:17.7	And you were a 2015 grad?
1:20.4	Yes, that's correct.
1:21.3	And so tell me a little bit about that decision.
1:23.4	Like were you doing internships in high finance then?
1:25.5	Or was it like all accounting?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Wall Street Oasis, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Wall Street Oasis and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.