Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general.

Let's get to it.

In this episode, CorpDev West Coast shares his path, experiencing several six-month-long

internships during undergrad to landing in portfolio management at a firm that deals exclusively

with ultra-high net worth clients. We learn about the

investor allocation or fund-to-funds world, the ugly side of wealth management, how he showed a

genuine passion for PWM to survive recruiting, as well as what came out of over 300 plus applications

he submitted online. Listen to why he decided on an MBA and the importance of

optionality early in your career. Enjoy.

All right, Corp, Deb, West Coast, thanks for joining the Wall Street Oasis podcast.

Yeah, thanks for having me.

So it would be great if you just give the listeners a short summary of your bio.

Yeah, absolutely.

You know, I grew up on the East Coast, but made my way out to the West Coast about seven years ago.

You know, I've had kind of a long, varied career in finance fields at this point.

I started out working at a sort of ultra high net worth investment advisory,

got my CFA during that time, then went back and got an MBA,

and kind of found my way into the corp dev world now.

So living in the Bay Area and enjoying the corp dev work for sure.

Cool.

Okay, let's start all the way back at undergrad this.

So you're on these coasts, you're going undergrad.

...