- Currently, a Vice President at a middle-market leveraged buyout firm investing in aerospace/defense, healthcare services, software, business services, and distribution (5 years)
- Previously spent 1.5 years at a BB in Investment Banking M&A/Coverage (specializing in fintech)
- Graduated with a BA in Economics and Finance.
- Have reviewed over 350 resumes and actively provide mentor-ship services to undergrads and recent grads
- To know more on the mentor, here is the link to his AMA
- Listen to this mentor on the WSO Podcast
Reviews for this mentor
I wanted to check in and let you know I am working at Redacted within their securitization group. Prior to taking the role, I was able to land an interview in Equity Research Biotechnology. I had to run a stock pitch and review a phase 3 clinical trial. I did not hear from the group, but it was a good experience. Right after our conversation, I changed my resume and saw more job opportunities, so thank you again for the advice.
Just wanted to update you on my recruiting process - I just accepted an offer. Really want to thank you for all of your help, it is obviously a bit challenging applying to these roles when my resume was so tech-based and definitely would have done way worse in my interviews without your guidance on how to phrase my past roles. Thanks again and super excited for this summer!
Been so busy recently and even forgot to keep you updated with the good news. I have signed an offer. Really appreciate your help with the resume review and mock interview sessions.
Great news! I followed your advice and received positive feedback on my interview with AB Company Redacted. We are going to talk about the compensation. Thank you so much for giving me really great advice. I appreciate your help.
I just wanted to follow up and let you know your help on my resume got me a job working pe at a $1b+ FO.
I just wanted to reach out and thank you for your help prepping! The interview went very well and I will be doing a case study next weekend, in advance of a final debrief interview the week after. While they didn't ask me to specifically walk through my deal, I was able to leverage the format to speak to the transactions I've been involved in and walk through some of my other engagements. We spent a significant amount of time delving into where I saw opportunities in the sector, some of my experience with commercial-focused start-ups, where I thought I could add value, and why I thought it was a good fit. Speaking with you definitely helped me get the gears turning to shake off some of the interviewing rust. Thanks for your time over the calls, I sincerely appreciate it!
I just got an offer from ABC group earlier this week. And they will start helping me transfer my H1b. Just want to say thank you for your help along the way. Without your support, it would be impossible to pull this off. Let’s stay in touch and look forward to meeting you in person someday.
He was an invaluable resource in helping me with the resume writing process. Not only did he polish my resume, by he helped me to hone in on a coherent story that tied back to each bullet in my resume. I had multiple bankers and admissions professionals remark on how polished and clean the resume was.
I couldn't recommend him enough! An absolute game changer for me!
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Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.
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Frequently Asked Questions
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The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
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