Excel Survival Kit – Pt 2 (Free for Members)

Mike has spent 15+ years in the finance industry working with companies around the globe. After graduating from the University of Virginia, he began his career in Investment Banking at UBS LA (then run by Ken Moelis), which led to a role in Private Equity at Golden Gate Capital ($15B under management). After earning his MBA at Columbia Business School, he joined HIG Capital ($42B under management) as a Vice President and later a long/short hedge fund in New York City that grew to nearly $2B in AUM during his five-year tenure at the fund.

Throughout his career, Mike has been heavily involved in training and education. He solely trained the incoming summer Analysts and Associates as a second-year analyst at UBS LA and later trained incoming Associates at Golden Gate. Two years after graduating from Columbia, he was invited to join the Adjunct Faculty to teach in the highly selective Value Investing Program which he taught in until 2019 when he pressed pause to focus on Access Distributed (www.accessdistribbuted.org). In 2020, Mike created a special seminar, through the Heilbrunn Center at Columbia, called Analyst Mastery to help train first-year students interested in entering the Value Investing Program.

Over the last three years, Mike worked at Wall Street Prep (WSP), a leading global financial training firm. For the first two years, he was a top-rated instructor and trained over 5,000 students. In 2019, he joined WSP as a Managing Partner and co-led content development, launched the Private Equity Practice, and led nearly all custom content projects. During his tenure, he trained multiple Fortune 500 Companies, top-tier investment banks, small-cap through mega-cap PE funds, and some of the world’s largest hedge funds. He’s also trained countless undergraduates ranging from liberal arts to finance majors as well as top-tier MBA students at schools including Columbia Business School, Wharton, and Harvard Business School.

Mike is deeply passionate about making training intuitive, engaging and fun.