Non-Target to a Bulge Bracket in NY - Chat with Jacob
Wall Street Oasis
Wall Street Oasis
4.9 • 534 Ratings
🗓️ 21 May 2024
⏱️ 14 minutes
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| 0:00.0 | Hey, everyone. I'm Patrick Curtis, CEO and founder of Wall Street Oasis, and I have a great one for you today. |
| 0:04.9 | This chat is with Jacob, a WSO Academy alum that was able to break into front office investment banking at Morgan Stanley, coming from Case Western. |
| 0:12.4 | Jacob joined the Academy in the middle of his sophomore year, and in this chat, he shares the two key tips that allowed him to make the most out of his networking calls. |
| 0:20.0 | Enjoy. |
| 0:35.6 | Thank you. two key tips that allowed him to make the most out of his networking calls. Enjoy. All right, Jacobs, thanks so much for taking the time to speak with us today. Really appreciate it. |
| 0:40.8 | Everyone, if you could just give everybody just a quick summary of your bio, that would be a great way to start. |
| 0:46.0 | Yeah, absolutely. So, you know, I grew up on the East Coast, pretty much my entire life, and decided to come to a small school of Cleveland, Ohio, Cote Case Western, |
| 0:56.0 | which typically isn't known for finance. So definitely had a bit of an interesting journey |
| 1:02.1 | into the world of investment banking. Yeah, so tell me a little bit about like why did you go to |
| 1:09.1 | Case Western of all places places like obviously in high |
| 1:12.0 | school where you weren't thinking investment banking then at that point yeah no I definitely wasn't |
| 1:16.7 | I was I was a soccer player in high school yeah and you know went through the entire recruiting |
| 1:22.6 | process for that knew I wanted to play at a at a division three school with pretty high academic standard |
| 1:29.1 | and originally wanted to do engineering which is why my focus was on Case Western. |
| 1:35.6 | So that was the original reason for choosing the school. |
| 1:40.6 | But then I got here and that's kind of, you know, when things changed, |
| 1:44.6 | I tried a few different types of classes and found that I really enjoyed accounting, |
| 1:49.7 | which is pretty surprising, but enjoyed, you know, the people that were in our business school |
| 1:55.5 | and decided to make a change and I'm really happy I did. |
| 1:59.4 | What do you have to like declare a major or |
| 2:01.1 | whatnot in like kid? Like sophomore year? Yeah, sophomore year. So it was like you're kind of |
| 2:06.1 | exploring freshman year, but did you even know what MS. Banking was? Like when did you kind of |
... |
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