Podcasts

How to plan an awesome career in finance – with Roy Cohen

close

Email a Friend

Roy Cohen is a master career coach. His experience as in-house career coach for Goldman Sachs launched a career in which Cohen has helped thousands of financial professionals.

He’s the author of the very useful The Wall Street Professional’s Survival Guide

In this week’s episode of Tradestreaming Radio, you’ll learn about:

  • where the jobs are headed on Wall Street
  • what successful candidates are doing to land their dream jobs
  • common mistakes people make with their financial careers
  • traits shared by top performers

Awesome opportunity

Roy is also joining me at the 4 Days to a Better Job: 2012 Finance Career Bootcamp. You’ll get access to Roy and 8 other experts to literally supercharge your job search. Great if you’re trying to break into Wall Street, hedge funds, etc and equally useful if you’re in the market for a better job.

Loyal listeners of my podcast get an additional 25% off  – if you sign up before January 31. Use the special code PODCAST  to get your discount. Go here to buy your tickets.

Listen to the FULL program

How to plan an awesome career in finance by tradestreaming

About Roy Cohen

Roy is a career coach on Wall Street and he author of the very useful The Wall Street Professional’s Survival Guide

Read the Transcript

Get your own transcript at Speechpad

COMING SOON

More resources

Even More Resources

0 comments on “How to plan an awesome career in finance – with Roy Cohen”

AI Innovation, Member Exclusive, Payments, Podcasts

Mastercard’s Marc Pettican on the road to a $17.4 trillion virtual card market

  • Mastercard projects virtual card spend will hit $17.4 trillion by 2029, and Marc Pettican explains what's fueling that growth.
  • He details Mastercard's push into agentic payments, embedded finance, and a multi-rail strategy spanning cards, account-to-account, and stablecoins.
Zack Miller | August 05, 2026
Partner, Podcasts, SMB Finance

How BILL is rebuilding for the Fortune 5 million and gearing up to take big swings on AI

  • BILL processes over 1% of US GDP in payments, and its next move is to use task-based automation to further deepen the value it delivers to its customers.
  • Chief Product Officer Michael Cieri, shares how the firm is weighing opportunity vs. risk and how its crafting agents for the high-trust domain it operates in.
Rabab Ahsan | July 13, 2026
Member Exclusive, Podcasts

Trust, stablecoins, and the AI margin squeeze: What McKinsey and QED’s fintech report means for banks

  • Max Flötotto, who leads McKinsey’s global retail banking practice, and Mike Packer, a partner at QED Investors, just co-authored a report mapping where fintech goes next — and they agree on almost everything in it.
  • We dig into why “a feature is no longer a fintech,” why only 1% of stablecoin volume is actual end-user payments, and why the simplest version of banking — deposits and loans — may be the part most at risk from AI agents.
Zack Miller | July 01, 2026
Member Exclusive, Podcasts

How Figure and Method closed the loop on debt consolidation and cut delinquency in half

  • Figure and Method have built a verified debt consolidation product that gives lenders real-time liability data and automated payoff execution at the moment of HELOC origination.
  • The result: 50% lower delinquency, 2x funded conversion, and a 21-point average FICO lift within 30 days.
Zack Miller | June 24, 2026
Member Exclusive, Podcasts, SMB Finance

The bank account is the product: Slash’s bet on vertical SMB banking

  • Victor Cardenas is the co-founder and CEO of Slash, a $1.4 billion business banking platform built on one thesis: the company holding your bank account should also own all your financial software.
  • Slash serves niche verticals like performance marketing agencies, import-export businesses, and more, with workflows no legacy bank has ever built for them.
Zack Miller | May 20, 2026
More Articles