Current student majoring in finance. By the I graduate college I’ll have 5 years of full time experience with an RIA as an associate adv. Currently have S65, S7, S63 and life and health license. Also enrolled in CFP coursework and hope to have designation when I graduate . Highly confident in excel. I’ll be 22-23 then.

If after graduating I wanted to make a shift to IB/ PE, any advice on how to go about that? I’ll have significant financial services experience, but not IB / PE experience.

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I think without IB experience, networking is likely the main way you're gonna make that shift. The other option is internships and getting ahead of those. You could also do a MBA down the line

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I agree with SA1. You should focus on networking right now. Your transition will be smooth and easier.

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I've seen some people give advice on this here before, and they seem to recommend starting at smaller, more boutique firms. Wall Street Oasis is a great resource for advice on stuff like this as well.

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