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Wall Street Oasis

FP&A and Big Four consulting to BB IB in NY | Chat with Julie

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 7 August 2024

⏱️ 20 minutes

🧾️ Download transcript

Summary

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Transcript

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0:00.0

Everybody name is Patrick Curtis, CEO and founder of Wall Street Oasis. Today we have an awesome story coming to you from Julie Wang, who she was a Temple MBA and she ended up actually transitioning after many, many years post MBA after she had done FPNA, Big Four Consulting. Seven years later, she was able to break into Ivy Associate role at Morgan Stanley. Just an incredible story. She was the

0:21.1

only hire for the end pass that didn't come from an NBA, directly from an MBA program. So we're

0:25.9

very proud about this one. I think it's really inspiring to all the other potential applicants

0:30.1

that also have maybe been our past their masters or our kind of past undergrad and not really sure

0:36.6

has that window passed. I think Julie's

0:38.5

story is a great one to remind you that if you keep going and keep improving yourself, that you

0:43.3

actually can break in well past when you thought the window was closed. Enjoy. All right, Julie, thanks so much for taking the time to chat with me today.

1:06.4

You're in New York, correct, in your house?

1:09.0

Yes.

1:09.6

And you just started at Morgan Stanley's Ivy rotational program.

1:13.6

Sorry, a few weeks ago.

1:15.6

So very exciting for you.

1:17.3

I'd love for you to give the listeners just a short summary bio of kind of like where you came from.

1:21.8

And then, yeah, we'll dive in from there.

1:24.3

Okay.

1:24.9

Happy too.

1:26.3

I came from a rather non-traditional background in terms of how I went

1:31.0

into IB. So I started my undergrad back in China, a liberal art major. And after that,

1:37.7

I came to the States for my MBA, it's a non-target school. I studied in finance. And after that,

1:43.5

I worked for six, seven years-ish

1:46.5

in FP&A. With three different companies, they're all retail and consumer goods space. And after

1:53.5

that, I pivoted to Big Four consulting. I was there for three years. And at the meantime, I also served in U.S. Navy Reserve.

...

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