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Wall Street Oasis

Colgate to Wells Fargo | Chat with Adrian | WSO Academy

Wall Street Oasis

Wall Street Oasis

Business

4.9 โ€ข 534 Ratings

๐Ÿ—“๏ธ 27 May 2025

โฑ๏ธ 16 minutes

๐Ÿงพ๏ธ Download transcript

Summary

From the Bay Area to breaking into investment bankingโ€”Adrian shares how he leveraged a gap year, transferred from Colgate to Georgetown, and used WSO Academy to land an offer at Wells Fargo. Hear about his early start in networking, internship hustle, and key decisions that shaped his finance journey. Whether you're at a non-target school or considering transferring, Adrianโ€™s story is packed with tips and insights to help you stand out. ------------------------------------------------------------------------------------------------------ ๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡ Land A High Finance Career: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube ๐Ÿš€๐Ÿ’ผ๐Ÿ“ˆ ------------------------------------------------------------------------------------------------------ WHAT IS WSO ACADEMY? It's a 12-week program to dramatically increase your odds of landing a 6-figure+ role in high finance... Whatโ€™s included? ๐Ÿ’ฅ GUARANTEED offer in high finance ๐ŸŽ“ Full course library for life (over $4k+ of content) ๐Ÿ‘ฅ Direct access to 1,300+ top mentors across banks & funds ๐Ÿ“š Tons of live training bootcamps (IB, PE, VC, Excel, etc.) ๐Ÿ“„ Full resume rewrite + LinkedIn review (human + AI) ๐Ÿง  1:1 work with Head Mentors on TMAY + behavioral questions ๐Ÿ—ฃ๏ธ 6โ€“10+ mock interviews, HireVue prep, Excel + logic assessments ๐Ÿข Internship with WSO for resume branding ๐Ÿ“ฌ Proven networking strategy & outreach software ๐Ÿงญ Accountability coach & progress matrix ๐Ÿ’ฌ Lifetime access to the exclusive alum Slack community ๐Ÿ‘‰ JOIN WAITLIST HERE: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube ๐Ÿ’ช๐Ÿ”ฅ ------------------------------------------------------------------------------------------------------ IS WSO ACADEMY FOR YOU? Yes, if any of the below sound like you: โœ… You want to break into investment banking but donโ€™t know where to start โœ… You've applied to 100+ jobs and heard nothing back โœ… Youโ€™re not sure how to network effectively โœ… Your technicals or behavioral answers need work โœ… Youโ€™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. Theyโ€™ve helped thousands break into Wall Street careers over the past decade. ------------------------------------------------------------------------------------------------------ ๐ŸŽ“ JOIN WAITLIST HERE: https://www.wallstreetoasis.com/academy?affiliate=socialwinner-youtube ------------------------------------------------------------------------------------------------------ #finance #investmentbanking #privateequity #hedgefund #consulting #venturecapital #wallstreet The Daily Peel Newsletter ๐Ÿ“ฐ โ†’ https://www.wallstreetoasis.com/media/newsletters/the-daily-peel ๐ŸŽง 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 ๐Ÿ“š WSO Resources: Courses: https://bit.ly/2ESzrv2 Resume Review: https://bit.ly/2Z0DFYq Mentors: https://bit.ly/3lIHoUi Events: https://bit.ly/350vMGd ------------------------------------------------------------------------------------------------------ ๐Ÿ“ฑ Follow us: LinkedIn | Instagram | Facebook | Twitter | TikTok โ†’ @wallstreetoasis ------------------------------------------------------------------------------------------------------

Transcript

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0:00.0

Hey, this is Patrick Curtis, CEO and founder of Wall Street Oasis.

0:03.0

Today we have a great chat with Adrian.

0:05.0

Adrian comes to us from Colgate University.

0:07.0

He joined us super early in freshman year.

0:10.0

He had actually even taken a gap year before going to Colgate because he realized,

0:13.0

hey, he was really potentially interested in more economics and finance.

0:17.0

Listen to the big decision he made while at Colgate near the end of his freshman year, how that impacted his recruiting, and more importantly, how he taking the time to chat with us today.

0:45.5

Of course. Thank you for reaching out.

0:47.2

So it would be awesome if you could just give the listeners kind of a short summary bio,

0:50.5

where you're from, all that good stuff.

0:52.3

Yeah, of course. So I grew up in the Bay Area, California.

0:55.2

I ended up taking a gap year right after high school, which is how I first encounter

0:59.9

Wall Street Oasis when I joined for an internship.

1:03.0

I ended up matriculating at Colgate where I was studying economics, engaging with

1:07.8

like a lot of the finance extracurriculars on the side and then just this past semester

1:11.8

transferred to Georgetown within their business school. Nice. So let's go back to kind of the

1:17.1

decision for the gap year because I think everyone should do this. I think given how accelerated

1:22.6

recruiting is, given how much pressure there is from high school to university and collegiate admissions.

1:29.2

I would love to, I'd love to hear just your reason. Like, what was your thought process of taking

1:34.4

that gap year? Yeah, definitely. I mean, for me, it was when I was in high school, I was really

1:38.4

interested initially in journalism and, you know, more kind of liberal artsy, you know,

1:43.4

career path. But then I realized towards the end that actually finance economics was something that I might be

...

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