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My name is Joseph Ali and I have spent my career financing multi-national corporations. I have industry experience covering companies in sectors such as Industrials, Technology, Media, and Telecom, as well as Oil & Gas. Previously, I worked as a leveraged lending and risk analyst for Citigroup specializing in credit risk and analytics for companies with revenues ranging from $500MM-$3Bn while also covering a distressed debt portfolio. I consequently worked at MUFG (f/k/a Bank of Tokyo) on the portfolio management team covering Industrials before moving to the Mizuho Technology, Media and Telecom investment banking coverage team. I left the banking industry in late 2019 to found a technology startup.

My teaching experience ranges from personal, one-on-one instruction to multi-participant corporate seminars. I also provide training programs for private equity and investment banks. I work well with students and professionals and currently teach various students ranging from specialized private debt firms, Columbia and Wharton MBA candidates, and C-Suite business executives. As of August 2021, I have over 70 active students working on Wall Street, and 100% of my students who have worked with me for the purpose of landing a job have done so successfully.


In addition to teaching, I frequently work with companies of various sizes to consult & advise on various transactions or projects ranging from the engineering of financial & operating models, to full-on buy/sell-side M&A engagements.

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My Coaching Story

I’ve been a fully-certified Financial Coach since 2000, helping my clients throughout the San Francisco area achieve their personal and professional goals. The essence of my work is to facilitate self-growth by helping you identify the core challenges and setbacks in your life, so that you can overcome them with confidence. I specialize in creating personalized plans and providing tools to guide you forward and achieve your desired goals.

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