How To Move From Finance to a Tech Startup

Everything I Wish I'd Known When I Moved From Goldman Sachs to HowAboutWe
  • Lectures 8
  • Video 1 Hours
  • Skill level all level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion

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Course Description

I spent five years in finance before moving to work at a tech startup based in NYC.  The recruiting process in tech is very different, and this presentation shares everything I wish I'd known when I was making the move, including:

How to think about what I was looking for

How to approach startups

Whether or not I should be active on social media

Interviewing tips

The course is set of 5 video lectures that will take about an hour to complete, plus supplementary reading materials.

I'm hoping to continue adding to the course over time so if you have questions that aren't addressed please let me know and I'll add video responses to them.

By the end of the class you should have a clear sense of your next steps in making the move from finance to tech.

What are the requirements?

  • None

What am I going to get from this course?

  • Over 8 lectures and 45 mins of content!
  • By the end of the course, you'll know everything I wish I'd known about moving to a startup
  • Be able to navigate the startup hiring process effectively
  • Have a resume that will resonate with a startup
  • Network effectively with people in tech
  • Rock your interview

What is the target audience?

  • People in finance, consulting or other similarly corporate jobs who are looking to move to a startup


Section 1: How To Move From Finance to a Tech Startup
A bit about my background - what I studied, what I did in finance, my path to a startup, and my experience since I got there.
Section 2: What Are The Biggest Differences Between Finance & Tech Hiring
There are some major differences between how startups hire and how banks hire that you should be aware of, as they'll impact how you think about making this move.
Section 3: Now What?
The startup universe can feel infinite - here are some questions to ask yourself that will focus your search and help you hone in on (and get!) what you're looking for.
Now you've thought stuff through and you know what you're going after. Here are specific next steps to take.
Advice on how to reach out to the startups you're interested in/people you want to network with, tips for the interview process, and a few mistakes to avoid.
Section 4: Interviewing
Interviewing: Prep & Day Of
Section 5: Conclusions/Summary
Mistakes To Avoid In the Process of Transitioning

Instructor Biography

Kate Huyett , VP of Acquisition, Retention & Revenue at

Kate joined HowAboutWe in November 2010.  Since then, she has helped to build and lead HowAboutWe’s acquisition team, expanding our strategy from a single channel to an integrated, multi-channel approach with increasing scale and positive return on investment. In addition to acquisition, she works closely with the CEOs and CFO around financial modeling.

Prior to joining HowAboutWe, she worked at Goldman Sachs in Debt Capital Markets, advising consumer, retail, and healthcare corporations.  She began her career at Forrester Research, where she studied how technology changes impacted business.

An active participant in the NYC startup community, Kate has taught User Acquisition Marketing at General Assembly and How To Transition From Finance to Tech through Skillshare.  Kate earned a bachelor’s degree from Dartmouth College in Geography & Economics, and spent ten days at Wharton Business School before dropping out to pursue a career in tech startups. She is an avid reader, passionate about food, wine, and travel.


Average Rating
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  5. 1 Stars
    • Thomas Craven

    Clear and useful targeted course

    If you have a background in finance and are interested in moving to a tech startup, this is exactly what you are looking for.

    • Lalith Prasanth Kode

    Good to know Stuff

    The course is pretty basic but yet effectively covers the topics needed most. It not only provides insight about how to transition from finance industry to tech but also provides tidbits to avoid common pitfalls during interview, about the mindset of startups and also tips to prepare resume when switching fields. If you are looking to switch fields or recently graduated or interested to know about hiring process in startups take this course.

    • Scott Britton

    Awesome resource!!

    If you're looking to break into a tech startup from finance THIS IS AN AMAZING RESOURCE. Kate knows her stuff and has proven it by doing it herself. I highly recommend this to anyone looking to make the move.

    • Julie H. Park

    Practical, straightforward and very thorough

What you get with this course

30 day money back guarantee

Lifetime access

Available on desktop, iOS and Android

Certificate of completion

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Hours of video content


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