
In this episode of The Coffee Chat Podcast, we speak to Michael Rose who began his academic career with aspirations of becoming a CPA, only to discover his passion for investment banking. From navigating Miami University’s strong accounting network to seeking out the challenge of breaking into banking, he shares how joining finance clubs, building technical skills, and learning the art of networking reshaped his career goals. This candid conversation explores the grind of preparation, the importance of mentorship, and strategies for standing out during recruitment and internships. Whether you’re a student exploring finance or a professional reflecting on your early career, this story offers insights into chasing a more challenging path.Chapters:0:00 – Choosing Miami University1:05 – Rethinking the CPA Path2:41 – Banking Club Inspiration4:14 – Exploring Finance Careers7:10 – Meet the Firms Event8:46 – Why Banking is Harder to Break Into11:17 – Networking Struggles & Strategies21:09 – Relationship-Building Tactics28:55 – Balancing Technical Prep and Networking31:25 – Target Firms & Preferences37:12 – Internship Success Strategies44:52 – Taking Initiative at Work50:07 – Knowing When to Ask Questions57:57 – Standing Out in Interviews59:35 – Storytelling in Interviews1:09:17 – The Lawn Mowing Business DCF1:10:54 – Preparing for the Junior Summer Internship