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”

Payments, Podcasts

How Wix built payments, checking, and capital for 293 million users 

  • Wix transformed its internal payment infrastructure into a $3 billion-per-quarter fintech platform by focusing on universal access and merchant-specific pain points rather than building a walled garden for premium users.
  • Dive into how Wix reimagined checking accounts to eliminate the "where is my money?" problem with instant fund access, and leveraged proprietary website data to expand capital access for small businesses that traditional lenders overlook.
Rabab Ahsan | November 05, 2025
Podcasts

How Upstart’s AI is mastering growth, credit performance, and profitability

  • Upstart Co-Founder and CTO Paul Gu explains how the company is leveraging AI to redefine consumer lending by improving credit assessment, automation and servicing.
  • Upstart aims to solve lending's biggest challenge, achieving growth, profitability and strong credit performance concurrently, with plans to 10x their AI advantage and cover all consumer credit needs by 2025.
Zachary Miller | October 22, 2025
Podcasts

Understanding the jabuticaba factor: How QED’s Camila Vieira mastered local nuance in Latin American fintech investing

  • Camila Vieira explains the "jabuticaba factor"—understanding local market nuances that only emerge from staying committed to Latin America through multiple investment cycles, rather than chasing peak valuations.
  • QED's portfolio approach has evolved from early B2B banking to vertical SaaS plus embedded finance, powered by improved infrastructure like Brazil's Pix system, expanding talent pools, and AI enabling previously impossible business models.
Zachary Miller | October 15, 2025
Podcasts

‘We’re trying to change the narrative surrounding athletes being dumb money’: The Player’s Company on athlete wealth building

  • Sheldon Day shares how financial distress during active playing careers inspired the Player's Company, a collective helping 500+ athletes access alternative investments in VC, real estate, and franchising.
  • The platform launching this year will provide unified dashboards and bite-sized education, with a long-term vision of creating an athlete-owned bank for financial literacy and credit education.
Zachary Miller | October 01, 2025
Podcasts

The jazz ensemble approach: How Fundbox’s dual leadership model powers lending growth

  • Prashant Floria and Anchit Singh explain their flexible CEO-CBO partnership that operates like a "jazz ensemble," adapting quickly through daily communication and shared decision-making.
  • Discover how Fundbox's lean structure and cross-trained employees create advantages in embedded finance, plus insights on SMB lending trends and international expansion.
Zack Miller | September 17, 2025
More Articles