Experience
Former Wall Street M&A
Investment Banker
Lead Trainer for Analyst &
Associate Program
Education
M.S. Financial Management
- (Boston University, 4.00 GPA)
B.S. Finance
- (Rutgers University, 4.00 GPA)
Credentials
CFA Charterholder
- (CFA Institute)
Professor of Finance & Economics
- (Rutgers Business School)
Alliance Bernstein
Barclays
BBVA
BlackRock
Citadel
Citigroup
Deutsche Bank
First Citizens Bank
GLG Credit
JP Morgan
Jump Trading
Mackenzie Investments
MetLife
Morgan Stanley
PGIM Private Capital
PNC Bank
Prudential
RBC Capital
Royal Bank of Canada
S&P Global
Securities & Exchange Commission
SVB (Silicon Valley Bank)
Societe Generale
Solebury Trout
Truist
Webster Bank
Wellington
Accounting
Corporate Finance
Financial Markets & Instruments
Credit / Fixed Income
Economics
Financial Modeling
- Discounted Cash Flow (DCF)
- Merger Models
- Leveraged Buyouts (LBOs)
- Credit Modeling
Valuation
Targeted Networking - Build a purposeful contact list, craft concise outreach that gets answered, and convert introductions into advocates who champion your candidacy.
Interview Execution - Refine your story, think crisply under pressure, and handle technical and behavioral questions with the poise hiring committees expect.
Applied Financial Modeling - Construct and present a three-statement model from a blank sheet, demonstrating the analytical horsepower recruiters demand.
Outcomes you can count on
A polished LinkedIn profile and résumé aligned with front-office expectations.
A deal sheet and modeling project you can share with confidence.
A step-by-step networking and interview game plan, reviewed by former Wall Street hiring managers Access to a tight-knit alumni network actively referring candidates
If you’re committed to earning a seat on Wall Street—and the compensation that comes with it—The Road to Wall Street provides the blueprint, the coaching, and the accountability to get you there.
Market Foundations – See through headlines and understand the forces driving price moves.
Financial-Statement Fluency – Read income statements, balance sheets, and cash-flow reports well enough to spot hidden strengths and looming risks.
Core Valuation Methods – Build discounted-cash-flow and comparable-company models from scratch, then stress-test the assumptions the pros sometimes skip.
Portfolio Design – Construct a diversified, tax-efficient portfolio that matches your goals and lets you sleep at night.
Behavioral Edge – Recognize the biases that derail returns and install routines that keep emotions from hijacking your strategy.
What you leave with
A personal investment policy statement and portfolio blueprint tailored to your goals.
A repeatable valuation toolkit you can apply to any public company, private deal, or side-hustle pitch.
Confidence to evaluate hot takes and “can’t-miss” tips without second-guessing yourself.
Lifetime updates and access to a private alumni community where members share ideas and refine models—minus the hype.
No gimmicks, no shortcuts—just Wall Street-tested knowledge translated into everyday language so you can make informed decisions and build wealth that lasts.
Win Like Wall Street is a curated Skool community built for anyone who wants to think—and invest—like a pro.
Inside you’ll get:
Daily conversation threads
where members swap ideas on markets, macro trends, and personal finance wins and struggles.
Weekly polls
that surface sentiment and spark debate on the week’s hottest topics.
Platform-exclusive deep dives—detailed walk-throughs of companies, sectors, and strategies that never hit YouTube or the public blog.
Direct access to Ken Freeman
for real-time takes on markets, his current portfolio moves, and the stocks he’s watching next
Resource vault
of models, checklists, and replayed workshops to sharpen your craft at your own pace.
A like-minded network
of investors who hold each other accountable and celebrate progress without the social-media noise.
Whether you’re comparing notes on a new stock idea, looking for a sanity check before a trade, or just want a smarter feed than Twitter can offer, Win Like Wall Street keeps you engaged, informed, and constantly leveling up.