Dale H.
Former Jefferies Large-Cap & Mid-Cap Banks ER Coverage
12,635 min coached
139 followers
Top Expert
Studied at Harvard Business School
Worked at American Securities
Successful clients at
Available tomorrow at 1:00 PM UTC
Questions? Start chatting with this coach before you get started.
Dale's Offerings
Custom hourly · $399/hr
Get help with Behavioral Interview Prep, Cover Letters, and .
Dale’s Equity Research Qualifications
Coaches professionally
Experience level: Analyst
Dale has helped clients get into these companies:
Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a strong academic foundation to my coaching. My professional journey includes significant roles at American Securities as an Associate/Senior Associate and at Moelis & Company as an Investment Banking Analyst specializing in M&A and Restructuring. I have a deep understanding of the equity research landscape and have successfully guided numerous clients through the complexities of breaking into top firms. Whether you need help with interview prep, resume building, or mastering financial models, I'm here to help you achieve your career goals. Reach out to start your journey in equity research today!
Dale can help with:
Behavioral Interview Prep
Cover Letters
Equity Research Strategy
Financial Analysis
Industry Research
Investment Recommendations
LinkedIn Review
Networking Strategy
Resume Review
Skill Building
Technical Interview Prep
Valuation
Dale also coaches for Investment Banking, Private Equity, and MBA. View all.
About Dale
Hi! I'm Jonathan. I'm originally from the Riverdale section of the Bronx in New York City. I attended SUNY Binghamton for undergrad, and then spent two years in the M&A and Restructuring Investment Banking Analyst Program at Moelis & Company. After Moelis, I joined American Securities, a private equity firm based in New York. After spending three years on the Investment Team at AS, my fiance and I moved to Boston as I pursue my MBA at the Harvard Business School When not coaching, I love watching sports, playing basketball, going on bike rides, and exploring Boston.
Why do I coach?
I've found coaching and mentoring to be the most rewarding part of my professional career. When I was applying to HBS, Stanford GSB, and Wharton for business school, my essays for each school focused on the guidance I received from some truly special mentors, and how I try to pay that forward each day. I'm certain that was what got me in everywhere I applied. I look forward to helping you achieve your career goals.
Work Experience
Associate / Senior Associate
American Securities
July 2021 - July 2024
Investment Banking - Analyst
Moelis & Company
July 2019 - June 2021
Hiring Manager
M&A and Restructuring
Education
Harvard Business School
MBA
2024 - 2026
State University of New York at Binghamton
BS in Finance, minor in Economics
2015 - 2019
70 Reviews
Overall Rating
5.0
Knowledge
5.0
Value
5.0
Responsiveness
5.0
Supportiveness
5.0
Dale has helped clients get into these schools:
Dale has helped clients get into these companies:
Dale has helped clients achieve these scores on the AP Exams
5
Dale has helped clients achieve these scores on the ACT
31 - 36
Dale has helped clients achieve these scores on the GMAT
710 - 760
Dale has helped clients achieve these scores on the Bar Exam