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Elite Career Coaching · tactwithtat.com

The framework that turns ambition into advancement

TACT is a structured career coaching system for early-career professionals built on a decade of experience inside Wall Street's most elite institutions, namely Goldman Sachs and Viking Global Investors.

The Framework
The TACT Method
T
Target
Identify the goal. Map the people and power dynamics. Build a strategy before acting.
A
Articulate
Communicate with clarity and confidence. Written, verbal, and executive presence.
C
Connect
Build trust with mentors, managers, and peers. Relationship capital that compounds.
T
Thrive
Sustain performance. Ownership mindset. A career trajectory built to last.

A strong degree opens the door.
Performance inside is a different skill set entirely.

The professionals who advance quickly inside competitive organizations share a consistent set of capabilities, none of which are formally taught in school or covered in onboarding. TACT teaches how to navigate power structures, communicate up, build the right relationships, and position for promotion — structured, proven, and delivered by an expert who has spent a decade inside the most demanding institutions in global finance.

  • The skills that determine advancement are consistent across every major industry — and almost never taught in school or onboarding programs
  • Early-career professionals who receive structured coaching advance measurably faster than peers who rely on trial and error
  • The TACT framework is drawn directly from the performance standards applied at Goldman Sachs, Viking Global Investors, and elite institutions
  • Most professionals invest heavily in education. Few invest in what determines advancement after the degree.
  • Coaching is delivered in strict confidence — everything discussed stays between coach and client

Four pillars.
One career operating system.

Each pillar addresses a specific gap between what universities produce and what elite organizations reward. Applied together, they form a repeatable system for career performance — from the first 90 days to the first promotion and beyond.

The methodology is drawn from direct experience navigating — and evaluating talent inside — Goldman Sachs, Viking Global Investors, and the broader institutional finance ecosystem.

T
Target
Clarity before motion. Define the goal, map the landscape, identify who holds influence. Turn ambition into a strategy with clear milestones and measurable intent.
A
Articulate
Ideas are only as powerful as the ability to communicate them. Build a professional voice — written and verbal — calibrated to context. Frame contributions so they land and are remembered at every level.
C
Connect
Build genuine alliances with mentors, sponsors, peers, and managers before you need them. Read the room. Manage up. Create the kind of presence that opens doors and sustains trust.
T
Thrive
Sustaining high performance requires the right habits, mindset, and identity. Build ownership mentality. Develop resilience under pressure. Know when to push, when to pivot, and how to protect a long-term trajectory.

Six areas that determine
who advances

01
Personal Brand
Build a professional reputation with intention. Define how you are perceived, what you are known for, and how that narrative travels across teams, firms, and industries.
02
Managing Up
Earn trust from senior stakeholders. Navigate difficult managers. Position yourself as indispensable without overstepping — the skill most professionals learn too late.
03
Compensation & Promotion
Build the case for advancement before the conversation happens. Negotiate from preparation and documented evidence — not urgency or hope.
04
Professional Communication
Written and verbal. How to run a meeting, give feedback, disagree constructively, and advocate for ideas at every level of an organization.
05
Relationship Capital
Identify mentors and sponsors. Build a network of genuine relationships — not transactional contacts — that compounds across roles, firms, and decades.
06
Career Strategy
Lateral moves, pivots, and long-game positioning. Know when to stay, when to go, and how to enter the next chapter with leverage rather than desperation.

Three ways to
engage with TACT

1:1 Coaching
01
Private Advisory
Personalized, high-touch coaching built around a specific role, company, and set of goals. Direct frameworks. Honest reflection. Actionable output every session.
  • Bespoke career strategy and positioning
  • Communication and stakeholder management
  • Salary and promotion preparation
  • Lateral move and transition support
  • Ongoing accountability between sessions
Self-Paced
03
Digital Resources
Frameworks, playbooks, and tools drawn from real institutional experience. Practical career intelligence available immediately and on demand.
  • First 90 Days Playbook
  • Salary Negotiation Script Pack
  • Promotion Positioning Guide
  • Communication Templates
  • TACT Framework One-Pager

A decade at the top of global finance. TACT is what I learned.

I have spent a decade working across the most competitive environments in global finance, namely at Goldman Sachs on the Cross-Asset Sales desk and as a multi-asset trader at Viking Global Investors, a $55 billion investment fund.

At Goldman, I covered 150+ institutional investors across equity, credit, and multi-strategy funds, and supported the top revenue-generating FICC salesperson globally in 2021. At Viking, I trade global equities, currencies, and fixed income across consumer and financials — one of the most demanding multi-asset mandates in the industry.

In between, I built the institutional investor side of Pipe Technologies, a fintech raised at a $2 billion valuation — giving me direct experience in how high-growth organizations scale and evaluate talent from the inside.

TACT is built on everything I learned about career advancement inside Goldman Sachs, Viking Global, and the broader institutional ecosystem. TACT is designed to close the gap between what universities teach and what elite organizations reward.

Goldman Sachs · Cross-Asset Sales, Global Markets2019 – 2022
Pipe Technologies · Capital Markets Manager2022 – 2023
Viking Global Investors · Multi-Asset Trader2023 – Present
Chartered Financial Analyst (CFA)Charterholder
McGill University · Finance MajorBachelor of Commerce
FINRA Series 7 · 63 · SIELicensed

Join the
first cohort.

The TACT Accelerator opens to a limited founding cohort. Waitlist members receive priority access, founding member pricing, and the TACT Framework one-pager on signup.

For inquiries about 1:1 Private Coaching, use the form to express interest and we will follow up directly.

All inquiries handled in strict confidence.

Inquiry received.
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