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Wall Street Oasis

E207: Six Sigma Engineer to FP&A, Private Equity and Venture Capital

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 9 June 2022

⏱️ 77 minutes

🧾️ Download transcript

Summary

In this episode, Carlos shares his winding road from a non-target school and graduating with a degree in Industrial Engineering to the finance world. We hear about how he went from grueling operations work and narrowly avoiding several restructurings to eventually obtaining an MBA from Booth and why he ended up in FP&A before transitioning to an operational PE role.

Transcript

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0:00.0

Hello and welcome.

0:07.7

I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast.

0:13.8

Join me as I talk to some of the community's most successful and inspirational members

0:17.7

to gain valuable insight into different career paths and life in general.

0:21.9

Let's get to it.

0:25.3

In this episode, Carlos shares his winding road from a non-target school and graduating with a

0:30.3

degree in industrial engineering to the finance world. We hear about how he went from

0:35.1

grueling operations work and narrowly avoiding several restructurings to eventually obtaining an MBA from Booth and why he ended up in FPNA before transitioning to an operational PE role. Enjoy.

0:49.8

All right, Carlos, thanks so much for joining the Wall Street Oasis podcast.

0:56.4

Absolutely. Thanks for having me.

0:57.9

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

1:02.0

Happy to. Yeah, yeah. Yep. So a little bit about me.

1:06.6

Texas guy born and raised down in Houston.

1:11.2

I live in there. It lives in Houston until I was about 18.

1:13.6

I went to Texas Tech University,

1:15.1

got my bachelor's in science and industrial engineering.

1:20.0

At Tech, I was the vice president of that chapter

1:23.3

of the student of industrial engineers

1:26.1

and was very fortunate to have gotten to network my way

1:29.6

into my first internship with ITT.

1:31.9

That essentially kind of just catapulted

1:35.0

the next five years of my career.

...

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