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, member CPA to IB shares his path from a state school into audit at one of the big four.

Find out what piqued his interest in investment banking in the bysideside and how he navigated over to transaction advisory services as an intermediate step to his end goal.

Learn about pay ranges at each of these stages and what's in store for him next.

Enjoy. All right, CPA to IB.

Welcome to the Wall Street Oasis podcast.

Yeah, thanks for having me.

So it'd be great if you give the listeners a short summary of your background.

Sure.

So I started my career in public accounting,

passed my CPA exam,

and moved to transaction services role,

advising private equity and strategic clients.

And then I had the opportunity to join an investment bank. And how, and so like in terms of the timing, so you, you graduated and then you were working in audit for how long, two years, is that right?

Yes, so I graduated from a state university.

And then I worked in public accounting for about

two and a half years.

Yep.

Then once I passed my CPA exam, worked in transaction services for three and a half years,

I have currently been an investment bank for almost two years.

Got it, and do you join the investment bank as an analyst, as an associate after all that experience?

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