Monkey to Millions podcast

Monkey to Millions

Wall Street Oasis

This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college. Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...

51 Episoder

  • Monkey to Millions podcast

    S E51: Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021

    24:35

    In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying. Listen to hear why he's headed to Hawaii for a few months and the advice I give him in his ever shifting plans.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    S E50: Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021

    38:31

    In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs, summer analyst recruiting and a plan for him as he enters a critical juncture in his Sophomore year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

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  • Monkey to Millions podcast

    S E49: Grace (Session 18) - Citi Internship Over and Junior Year has Started - Oct 18, 2021

    20:22

    In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and what her plans are for Junior Year since she already has her Blackstone internship lined up for next summer.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    S E48: Grace (Session 17) - Citi Internship About to Begin - Jun 14, 2021

    15:24

    In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    S E47: Victor (Session 7) - Fidelity Starts...but another Wrinkle Emerges - Oct 13, 2021

    22:36

    In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn about his upcoming SIE, Series 7 and Series 66 exams, but one major piece of news looms large and may change everything.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    Victor (Session 6) - Big job news and the realities of breaking into private equity - August 18, 2021

    27:39

    In this session, Victor shares some big news and when he'll be starting his new job! We then talk about how to position himself for a path to private equity and I give him a dose of reality. From there, we discuss a plan for passing his series exams and carving out time to invest in himself daily.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    S E46: Tarnvir (Session 1) - Introduction and Resume Review Deep Dive

    58:42

    In Tarnvir's first session, we learn about his background, his goals and what to expect as he makes the transition from Baruch during Covid for Freshman year to Emory for his sophomore year. We also spend about 20-30 minutes doing a deep dive on his resume to try and make it stronger for next session.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    Victor (Session 5) - Mock Interview to Prep for a Fidelity Interview for Investment Solutions - June 14, 2021

    44:33

    In this session, I put Victor through a realistic mock interview for a position as an investment solutions specialist with Fidelity. Both of us see this as a great opportunity because it gets him a stable paycheck and drops the hours he's working from 80+ down to more like 50ish. This will give him more time to network and actively improve himself.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    S E44: Grace (Session 16) - Big News AGAIN - Apr 16, 2021

    36:11

    In this session, Grace shares some more exciting news. Plans for the Summer 2022 are already taking shape and she tells us what offer she decided to sign.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
  • Monkey to Millions podcast

    Victor (Session 4) - Detailed LinkedIn Networking Advice and New Focus - April 14, 2021

    48:56

    In this episode, we learn that Victor is working 90hrs a week at two jobs to make sure he can keep up with his bills. We focus on the highest impact tasks he can be doing for under an hour a day to help him build toward a better future - this includes a detailed section on how he should be leveraging LinkedIn and his background to build relationships. Also, an update on his search and looking to California for a job in finance. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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