Has anyone here (or anyone you know) pivoted from Wealth Management (CFP) into Tech/VC/PE? If so, what was your experience and do you have any recommendations?

Looking to finally go get my SPHR having the PHR for the past 6 years. Still value and pursuing and obtaining?

What was the deciding factor or inspiration that had you become a Math Educator? Was it a person? An experience? Drop it below! 👇

People who pivoted/trying to pivot to PM - what resources did you use/do you recommend? There are some online courses or boot camps that have $1-2k tuition fees - worth it? Which ones are worth it?

I'm about to graduate from uni and have sadly just realised that the creative industries I like aren't going to pay enough, so I want to get into consulting. Ideally in areas like marketing/branding/digital rather than MBB

I have no consulting experience and I have accepted an internship offer at an advertising firm for this summer. What steps would you advise me to take to get into consulting? Also, I get to pick between strategy and accounts for the internship - would either be more useful?

Want to start going back to leetcode for more exit opp. Getting stumped on very simple questions. Any resources to help with algorithm? My data structure funds should be good enough. TIA!

I've seen quite a few people make jokes about being "aged out" of advertising. Could someone please explain what that looks like and when that typically happens? Forgive the dumb question, I'm a newbie to the industry so I'm a bit confused. Wouldn't agencies want people with more experience?

I have an offer from Principal Global Services. How is the company culture? Is it better than most other companies? How about growth opportunities?

As a (class of 2020) second year whose several classmates from different groups are already thinking about leaving/going to other firms, should I explore other options too? Don’t know if they’re being dramatic about how bad it is or if I’m just drinking the koolaid in my group?

Is it wise to switch from testing background to Salesforce after 10 years of IT experience? If so should I start as an admin?

Anyone have the CFF from the AICPA and willing to share their studying/exam experience? Curious about required effort, study plans, exam structure, overall opinions of the cert. Thanks!

I’d like to eventually switch to a product management role, preferably at a big tech company. Would it be better to align myself into EY’s digital or strategy practice?

Considering the FRM certification. Those who’ve taken it, how quant heavy is it? I have a compliance risk background and don’t have a deep math or statistics background. However, I want to expand my skillset. Any thoughts?

Best way to study for AWS cloud practitioner certification? (Not very technical but hoping to learn)

Trying to get a 45 y/o sibling in to consulting (was an entrepreneur prior in the restaurant industry). No college degree but willing to bust his but to learn. Books/online courses recommended pls

Hi all. I’m looking into potentially transitioning to PE with a background in Finance Transformation consulting @KPMG of 4yrs. Do I stand a chance? Any advice on how to best approach this would be super helpful, thanks.

Tax senior with CPA at small firm. Best way to get to Big 4 audit? (LA or OC) Went to non-target so little to no alumni at B4. I don’t mind the switch to a lower title since audit was always my preference and was never a fan of tax (stayed local for family).

Canadian Opinions?

13 yr outside Sales Experience in the B2B space, multiple roles/companies. Current quota is $15MCAD, I usually do not bad in quota but lately has shifted to rewarding medicorciy and "pooling" some numbers countrywide which i really dont like.
Current comp is $85k Base and $115 OTE with a ceiling of $150k CAD/$120k US. Feel it's too little for my experience and they are taking perks away by the day.
Thinking of moving to I tech sales? Anyone else do it? What's comp look like?

Any suggestions for good training courses for tech recruitment?

What non-traditional roles have your former colleagues left for? Are they happy?

What's the best firm to work for in Dallas? Genuinely curious.

Hey Folks, Can any one suggest a good name for this bowl

What’s the salary range like for senior consultants in risk advisory?

How do you ask someone to be a mentor to you? Ive identified the person I’d like to mentor me but I don’t know how to move the relationship into an active mentoring relationship (we currently have a casual relationship where I check in once in a while)

The pandemic has brought misery for a few sales organizations and unforeseen opportunities for a few others. How many folks out here crushed Q2? If so by what % did you exceed your quarterly quota? Did someone have their best quarter till date? Let’s celebrate some accomplishments!

Someone reached out to me on LinkedIn about becoming an author on the side. Has anyone heard about such a thing?!? The person said she’s worked with 800 consultants writing their books and marketing it for them.

Thank you all for existing on Fishbowl and for being such a supportive community. It’s been a difficult year, but at the end of the day, I’m glad to have people to commiserate/celebrate with ❤️🙂❤️

When choosing company health plan level options, (they pay mine not family’s) do you go for the gold (low deduct/co-pay) silver or bronze(high deduct/co-pay)?

Anyone want to run Bain-style cases with me?

People who did ACCA after CA. What is the cost effective method to do ACCA from India. Does ACCA partners offer any subsidized subscription to Indian students? Or is there any benefit passed through Approved coaching centers. Also for Indian CA's whether doing ACCA as regular is better or professional pathway for CA professionals is better?

Currently in MBA program - top 40 school. Hoping to apply the mba intern position at google. What are my chances? Wanting to break into data analytics or PM roles. Accounting background with beginner SQl, tableau, python experience ( pls be critical)

Can one do azure architect certificate in one month preparation. Asking for an average .net core guy learning cloud concepts, microservices concepts all by himself.

For folks that went from big law to DOJ or SEC as a junior to mid level attorney, was it difficult to get traction on your applications? How long were you applying before you got bites on your resume?

Any advice for a young engineer trying to land their very first job out of college?

Looking to transition to a new career, possibly to SWE. I have a physical science background with some student loan debt. Before I dive into more student loans, I wanted to check out some Software Engineering boot camps....

Any recommendations? What's your personal experience? Are they worth paying, or is college the way?

Aside from LinkedIn, what are other sources to identify decision makers in large companies?

Crown Social, in Seattle, is looking for a highly conceptual freelance (with full-time option) designer to dive in (this week preferably) on a new campaign for our Amazon client. Interested?

Hi all! I got rejected from JPMorgan for their Global Finance and Business Management program (through my resume, couldn’t make it to interview). However, I’d reached out to recruiters and am meeting with one in a couple of days! Do I have a shot at turning this around? Or will it not matter once she learns I was rejected. Thanks!

Does anyone work at at Merrill Lynch as a Life services relationship consultant? Any info on the pay?

Base salary for trade finance associate @ United bank of africa

How often do you cry at your job? I cry usually one day a week triggered by stress/overwhelm but want to know if this is a typical response

I am an Indian CPA and pursuing my level 2 Cfa. I have worked with family office and Swf and have relocated to Vancouver. Any tips on where to begin my job search

I’ve been in the banking industry for about 5 years now since I graduated and I feel like this may not be the right industry for me. I have experience in commercial banking and commercial real estate lending. Where do people go after they leave banking? I’m trying to see how I can transfer my skills to another field.

I am starting at a new company early next year and they’ve just invited me to attend their Christmas party. Is it a good idea to go? Or should I wait for a more formal introduction once I start?

Open to a new role more focused in the tech industry. Have nearly 5 years working in a top 5 Canadian bank. I currently manage a commercial banking portfolio of roughly $100 million in annual commercial lending clients. Have experience selling and managing c-suite etc. Looking for a remote opportunity.

I applied to a job at KPMG and did the first two rounds of interviews, general interview, then case study and competency. Never before have I had such a positive feedback at the end of an interview of the 2nd, both said really like me, I did well etc.
It's now been 3 weeks since the interview and I still haven't heard back from the team other than the odd HR email saying they are following up with them. Is there something going on internally, I.e hiring freeze in the London office atm?

Recently relocated to USA. Looking for a job in Private equity Accounting in California as Fund Accountant Manager. Any leads and also, how much salary should I expect?

Alright gents, quick opinion how valuable is a WMCP & Chfc designation

Currently finishing off my finance degree wondering if it’s worth it before achieving a CFP & CFA

More context I aim for more roles in wealth & assets management or commercial / institutional investments either states side or Latin American, speaking Spanish Portuguese. 

Trying to get an investment job in Toronto as a new immigrant. I have 4 yoe in consulting, investor searching and financial service (risk). Currently working at call center to get local experience (bilingual), opportunities for internal transfer, while preparing for CFA 3 Feb 2023. Any ideas what to prepare in extra?

I'm in finance/tech FPA, looking to go back to the defense industry for a 25% increase in TC. But wanted to see if I should leverage the new salary with current company to see if they'll match.

Background: got a promotion at current company that didn't come with sufficient increase . After stating my case I was told it would be evaluated next October, which is what prompted the initial job search.

Current TC 103K [88/15], offer 125k base [+discretionary bonus].

Currently interviewing for an Associate Partner role with New York Life. I have 15 years experience in financial services. What should I be asking for when it comes to salary. The range they give is $60k-$160k base, not including bonuses.

Has anyone recently done a HR interview at UBS?
I’ve completed the first interview with the hiring manager and a colleague, and have been fortunate to get to the next stage but im unsure how to prepare. I’ve done the usual compentencies, strengths and weaknesses and company research. But I don’t want to fail at the last hurdle as I really like this company and it would be a dream to work there any support or guidance would be greatly appreciated.

Hi! I want to become a Credit Analyst. Can someone refer me to Pacific Premier Bank or Deutsche Bank? Thanks a ton

Looking for roles in PE Business Development so let me know if you hear about a fund hiring. Or if you know someone that will speak with me or a good recruiter in the space, any leads would be greatly appreciated!

If i haven’t signed anything with my firm regarding repaying them for receiving my series 7 license with them I’m assuming i owe nothing if i leave? Is there a way to find out without my manager knowing I’m looking at other firms?

Is Barclay's a good bank to work for? I'm looking for all feedback - the good, the bad, and the ugly