Next Cohort:Jul 6, 2026
Applications Close:Jun 8, 2026

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Our students have landed positions at all of the top investment banks, consulting firms as well as private equity and hedge funds including:

Choose Your Path and Transform Your Career

Intense cohort-based instruction with 1:1 attention (WSO Academy) or self-study online courses for those that prefer to learn at their own pace (WSO Courses)

WSO Academy Leadership

Get One-on-One Mentorship from Elite Professionals

Patrick Curtis

Head Mentor

Patrick started his career as an Investment Banking Analyst at Rothschild before moving to Tailwind Capital as a Private Equity Associate where he worked for 3+ years. He then left to start Wall Street Oasis to help those interested in a high finance career. He has an MBA from the Wharton School and a Bachelor’s degree in Economics from Williams College.

Timothy Weil

Head Mentor

Timothy has worked as Director at UBS and Barclays Investment Banks for over 11 years. He currently works as Managing Partner at Strategic Veterinary Partners. Timothy completed his MBA from the Ross School of Business and holds a Bachelor’s Degree from the University of Virginia. He also has a Master of Engineering Management Degree from Duke University.

Sereena Tucker

Head Mentor

Sereena was an Investment Banking Analyst at Wells Fargo. She then worked as a Private Equity Associate at GCM Grosvenor for four years and currently is attending Harvard Business School for her MBA. She also holds a BA in Economics from Yale University and is an active mentor across several associations.

Wais Achikzad

Head Mentor

Wais has 20+ years of work experience across top banks like JP Morgan, Goldman Sachs, and Morgan Stanley in various capacities such ranging from Manager to Vice President. He now runs Xen Culture, where he helps financial companies solve their talent needs. Wais has a Bachelor’s Degree in Finance from Boston University.

Andy Yan

Head Mentor

Andy was an Investment Banking Analyst at Credit Suisse. He then worked as a Private Equity Senior Associate at Thrivent and currently works at BlackRock as Vice President. Andy has an MBA from The Booth School of Business and a Bachelor’s Degree in Mathematics from the University of Chicago.

Adna Pekmezovic

Head Mentor

Adna was an Investment Banking Analyst and Associate at Bank of America. She then moved to VC, and currently works as Investor with Portfolia and VP at Octant Partners. Adna has a Bachelor of Business Administration from The George Washington University School of Business.

Nick Bhasin

Head Mentor

Nick has worked in Investment Banking at Chestnut Hill Partners and JLL. He then became a Private Equity Associate with The Carlyle Group and now works as a Director at Lincoln Avenue Capital. Nick has a Master’s Degree in Real Estate Finance and a Bachelor’s Degree in Economics from NYU.

Alex Banh

Alex Banh

Head Mentor

Alexander Banh has worked as an advisor for many years at Converge Technology Solutions Corp., QUAAF, and Apex Advisory. He is currently the Director of FP&A at Converge Technology Solutions and a Teaching Assistant in AI in Finance at the Smith School of Business. Alexander has an MBA from the Rotman School of Management and a bachelor's in Economics, and a B.Com in Strategic Finance.

Charles Pontvianne

Head Mentor

Charles worked previously as Investment Banking Analyst at SGCIB and Rothschild. He then worked as an Associate at Greenhill & Co and became a Vice President. He currently works as Head Of Corporate Finance at Ÿnsect. Charles has a Master’s Degree in Finance from HEC Paris and a Bachelor’s Degree in Finance from McGill University.

Christopher Newhouse

Head Mentor

Christopher started worked as a Crypto Derivatives Trader at GSR and currently is a Co-Founder of Infiniti Labs a Web3/Blockchain Advisory & Consulting firm. Christopher hold a Master's degree in Quantitative and Computational Finance and a Bachelor from Georgia Institute of Technology.

Craig Irvine

Head Mentor

Craig has 20+ years of work experience across top firms like Merrill Lynch, Macquarie Group, and Citigroup. His professional journey has spanned from the position of Vice President to Managing Director. Craig also holds an MBA from the Wharton School and a BA from Yale.

Guantong Sun

Head Mentor

Guantong worked as an Investment Banking Analyst at Nomura and Lehman Brothers. He then worked as Vice President at Fortress Investment Group, Associate Director at Golub Capital, Vice President at Pretium, and co-founded Labyrinth Data Works. He currently works as the Senior VP and Head of Investor Relations at Turning Rock Partners. He also holds a Bachelor's in Finance from NYU Stern School of Business.

Maximo Gonzalez

Head Mentor

Maximo worked as an Analyst at MarshBerry and Rabobank. He then worked as an Associate at Platte River Equity before moving to Grupo Trust, where he currently works as their Director general.

Paul Mazurek

Head Mentor

Paul worked as an Investment Banking Analyst at J.P. Morgan. He then worked as a Private Equity Senior Associate at Insight Equity before moving to a Vice President role at Stellex Capital Management. He currently works as a VP at Pacific Avenue Capital Partners. Paul completed his Bachelor’s Degree from Fordham University in Finance.
 

Peggy Xu

Head Mentor

Peggy was an Analyst at Deloitte, then worked as a Corporate Finance Analyst at Pacific Blue Australia before moving to RBC Capital Markets, where she worked as an Investment Banking Analyst. She is currently working as an Investment Associate at Future Business Partnership and is also pursuing an MBA from the London Business School.

Alyssa Karbel

Head Mentor

Alyssa worked as an Asset Management Analyst at Goldman Sachs for 3 years. She currently works as a Research Associate at Wellington Management. Alyssa has a Bachelor’s Degree in Economics from The Johns Hopkins University.

Aditya Parekh

Head Mentor

Aditya began his finance career in investment banking at HSBC, where he spent over three years in M&A before moving to HSBC Ventures, focusing on venture investments in deeptech, fintech, and energy. He is currently an active investor with firms like Contextual AI, Greenly, and Poolside. Aditya holds a Bachelor’s degree from Ahmedabad University.

Alessandro Bua

Head Mentor

Alessandro is an investment advisor at Julius Baer. He previously worked in a family office, co-managing discretionary mandates and providing cross-asset advisory. He began his career as a Fixed Income Sales Trader, focusing on credit markets and advisory for financial institutions. Alessandro is a CFA and CAIA Charterholder with a CFA ESG certification, holding an MSc in Finance & Management from Cranfield and a BSc from HEC Lausanne.

Michael Lee

Head Mentor

Michael Lee is an Investment Associate at Audax Group, specializing in private credit and leveraged loans. Previously, he worked at Capital Group in high-yield investing and Fitch Ratings in energy sector analysis. Michael holds an MBA in Value Investing from Columbia Business School and a BS in Business Administration from Boston University.

Nicholas Tyson

Head Mentor

Nicholas Tyson is an experienced investment professional with a background in growth equity and private equity investments across India and Southeast Asia. He previously worked at the Family Office and The Abraaj Group. Nicholas started his career as an Investment Banking Analyst at Morgan Stanley. He holds an MBA with honors from the University of Chicago Booth School of Business and a BA in Economics and History with honors from Williams College.

Pablo Medina

Head Mentor

Pablo Medina is a Principal at Atwater Capital and a Board Observer at 88Rising. He previously served as Vice President at EQT Group, where he helped launch Europe's largest growth fund and led investments in tech businesses across Europe and the U.S. Pablo started his career at Bank of America Merrill Lynch. He holds a Bachelor's degree in Finance, Accounting, and Management Information Systems from Saint Francis University and was named to Forbes 30 Under 30 in 2022.

Rayshad Talukder

Head Mentor

Rayshad Talukder is the Founder of Saber Advisors. He has held senior roles at Clearhaven Partners, Svoboda Capital Partners, and Intel 471, focusing on private equity and M&A. Rayshad previously worked at RBC Capital Markets in investment banking. He is pursuing an MBA at Northwestern University's Kellogg School of Management and holds a BA in Finance from Michigan State University.

Regine Chan

Head Mentor

Regine Chan is a Senior Investment Manager at the Investment Corporation of Dubai (ICD), specializing in global growth and private equity. She previously worked at General Atlantic and McKinsey & Company. Regine holds a BBA with Highest Distinction from Nanyang Technological University.

Brennan Foster

Head Mentor

Brennan is a former investment banking analyst at Morgan Stanley and private equity associate at Aurora Capital Partners. He has mentored over 50 students to secure top investment banking roles, leveraging his insight into recruiting and interview processes. Brennan holds a BA in Business Economics from UCLA.

Christopher Youssef

Head Mentor

Christopher is a Portfolio Manager at Verition Fund Management LLC and was previously a Portfolio Manager at Brevan Howard and PIMCO. He has prior experience at Carrington Capital as structured products trader. He holds a BBA in Finance from George Washington University.

Daniel Truong

Head Mentor

Daniel began his career as an Investment Banking Analyst at Duff & Phelps and later at Cronus Partners. He then worked at Merrill Lynch. Daniel also worked as a Partnerships Manager at Doma. Daniel holds a B.S. in Economics, Finance, and Legal Studies from The Wharton School.

Elliot Meade

Head Mentor

Elliot Meade is currently an Executive Talent Partner & Strategy at Ascendion. He previously worked in Private Equity Advisory at Spencer Stuart and Skill Capital, and served as a Private Equity Associate at Greenridge Investment Partners. Prior to that, Elliot was a Senior Analyst in Investment Banking at Piper Jaffray and an Analyst in Corporate & Investment Banking at Citi. He holds an MBA from UCLA Anderson School of Management and a BA in Business Administration from Columbia University.

Gabriele Zuokaite

Gabriele Zuokaite is currently COO & Product Manager of Stealth and Co-Founder and General Manager of Palais Constance. She began her career as an M&A Associate at Rothschild & Co and previously worked at Zapp as Director of New Initiatives and in Corporate Development. Before that, Gabriele served as COO at Whatagraph and in Business Development at Workland Offices. Gabriele holds a BA in Philosophy, Politics & Economics from the University of York.

Harshit Krishna

Head Mentor

Harshit Krishna is a financial professional with over 10 years of experience in venture capital, growth equity, and technology investments. He has held senior roles at Perella Weinberg Partners, BNP Paribas, and Public Investment Fund. Throughout his career, Harshit has provided strategic advice on private capital markets, technology investments, and mergers & acquisitions across various sectors helping them navigate the challenges of building and scaling successful startups.

Jordan Grossi

Head Mentor

Jordan is an Investment Banking Associate Director at Scotiabank, specializing in Metals & Mining within Global Banking and Markets. He has prior experience as an Investment Banking Associate at INFOR Financial and an Associate at EY. Jordan holds an Honours Bachelor of Commerce in Accounting and Finance from McMaster University.

Luke Paetzold

Head Mentor

Luke Paetzold is the Founder and Managing Partner of Celeborn Capital, specializing in corporate finance and advisory services for the digital economy. With experience at Technology Holdings, Teneo, G.C. Andersen Partners, and Pine Brook Partners, he has advised on M&A, capital raises, and private equity investments. Luke holds a Bachelor of Science in Finance from Penn State University.

Mark Krammer

Head Mentor

Mark worked at Goldman Sachs as a Commodities Trading Associate, and previously as a Commodities Trading Analyst. He also gained experience as a Private Equity Summer Analyst at RFA Capital. Mark holds dual honors degrees, a Bachelor of Arts in Business Administration from Ivey Business School, and a Bachelor of Science in Astrophysics from Western University.

Matthew Litwin

Head Mentor

Matthew Litwin is a seasoned investment banker and private equity professional with over 15 years of experience. He is currently a Director at Whipstitch Capital and has held senior roles at RBC Capital Markets, Nomura, and Houlihan Lokey. Matthew earned his MBA from the University of Michigan and graduated Magna Cum Laude from Binghamton University.

Sahil Nayyar

Head Mentor

Sahil is an Investment Banking Associate at Piper Sandler. He previously worked as an Analyst at Solganick & Co. and as a Growth Equity Analyst at the University Growth Fund. Sahil is pursuing a Master’s in Financial Mathematics at the University of Chicago and holds a Bachelor’s in Mathematics and Economics from the University of Southern California.

Sheng Ho

Head Mentor

Sheng Ho previously worked as a consultant at McKinsey & Company, focusing on technology strategy, diligence, and product management. He has also worked as a consultant at Strategy&. Sheng holds a Master of Engineering (MEng) in Engineering Science from the University of Oxford.

Chris Riggs

Head Mentor

Chris has extensive experience across top firms, including Citadel Securities and Bank of America Merrill Lynch, where he worked in Equity Capital Markets and Sales & Trading. He later served as a Senior Research Analyst at Flow State Investments. Currently, Chris is a Head Mentor at WSO Academy and a writer for "The Daily Peel," delivering high-level market updates to a broad subscriber base. He holds an MBA from Northwestern University’s Kellogg School of Management.

Andy Nelson

Head Mentor

Andy brings a strong background across investment banking, private equity, and corporate strategy. He is currently Director of Corporate Strategy & Talent Operations at Excel Sports Management. Before that, Andy was an Associate at Linden Capital Partners and worked as an Investment Banking Analyst at Credit Suisse. He holds a Bachelor of Business Administration in Finance and Applied Computational Mathematics and Statistics from the University of Notre Dame.

Jun Kim

Head Mentor

Jun Kim has extensive experience across corporate development, M&A, and investment banking. He currently serves as Corporate Development Director at Zebra Technologies, focusing on M&A and strategic initiatives. Prior to this, he held strategic investment leadership roles at Siemens Advanta and Honeywell, and began his career in investment banking at Deutsche Bank. Jun Il earned his Master’s in Finance from London Business School.

Bowen Chow

Head Mentor

Bowen is currently an Investment Executive at CVC in New York, where he focuses on private equity investments. Before joining CVC, he worked as an Investment Banking Analyst at Guggenheim Partners, specializing in Healthcare Services. Bowen graduated from the University of California, Berkeley with a Bachelor of Arts in Economics.

Issa Ashqar

Head Mentor

Issa Ashqar is a Manager of Mergers and Acquisitions at Hikma Pharmaceuticals. Prior to joining Hikma, he worked in investment banking at TD Securities and CIBC Capital Markets, focusing on M&A and Communications & Media. Issa also brings private equity experience from his time at GMS Capital Partners and Denuo Capital Group. He holds an MBA from the University of Toronto's Rotman School of Management.

Quang Nguyen

Head Mentor

Quang Nguyen is a Private Equity Associate at Bridge Investment Group, with prior experience in M&A and investments at AmTrust Financial and investment banking roles at SVB Securities and District Capital Partners. He holds a Bachelor's degree in Operations Research from Georgetown University.

Geoffrey Bocobo

Head Mentor

Geoff Bocobo is a Consultant at BCG in the Healthcare practice. With a background in medicine from the Jacobs School of Medicine, he has also held roles as a digital health investor at Vive Collective, tech commercialization consultant for university labs, and founder of Buffalo’s first educational healthcare incubator. Geoff is the Creative Director for the MIT Science Policy Review, a Track & Field athlete with international experience, and an active mentor and community builder through initiatives like Gold House, MD++, and No Patient Left Behind.

Michael Song

Head Mentor

Michael is a seasoned investor with over two decades of experience across hedge funds, private investments, and M&A. He currently serves as Partner and Co-Chief Investment Officer at Sypher Capital. Prior to this, he held roles at Navy Capital, Freshford Capital, Greenhill, and Salomon Smith Barney. Michael holds an MBA from Wharton and a BBA from the University of Michigan.

Aditur Rahman

Head Mentor

Aditur is a private equity associate at Trivest Partners. He previously worked in investment banking at Harris Williams and in corporate strategy at PNC. Aditur holds a BBA in Accounting from The Ohio State University.

Peter Kavouris

Head Mentor

Peter is a Vice President at BMO Capital Markets in Financial Institutions Group. He began his career at BMO as an intern and worked his way up through the analyst and associate ranks. Peter holds a BBA in Finance from the University of Toronto.

Mathew Andreou

Head Mentor

Mathew is a Private Equity Associate at Blackstone. He began his career in investment banking at Bank of America before moving to Evercore, where he worked in the Technology M&A group as an Analyst and later as an Associate. He holds a Bachelor’s degree in Commerce from Queen’s University.

Sudhanshu Khemka

Head Mentor

Sudhanshu is a Private Equity investor at Partners Group in Singapore. He previously worked in investment banking at Goldman Sachs and UBS in New York, covering fintechs and asset managers within the Financial Institutions Group. Earlier in his career, he was an Assistant Vice President at Deutsche Bank in Singapore. Sudhanshu holds an MBA from the Tuck School of Business at Dartmouth.

Tammie Chen

Head Mentor

Tammie is a Principal at TPG in San Francisco. Prior to TPG, she was a founding member of KKR’s technology growth equity fund. She began her career as a tech investment banker at Morgan Stanley in New York. Tammie holds an MBA from Stanford Graduate School of Business.

Alkmini Panagopoulou

Head Mentor

Alkmini is a 3rd Year Investment Banking Associate Director in the Industrials team at UBS in New York, specializing in the Infrastructure sector. Prior to joining the Industrials team in June 2025, Alkmini worked for 3+ years in the Media & Telecom Investment Banking team at UBS in New York, where she started as a 2nd Year Analyst in 2022, and got promoted to Associate in 2023. Alkmini started her Investment Banking career as an analyst at GCA in August 2020 in San Francisco, focusing on tech M&A. Prior to Investment Banking, Alkmini worked for two years as a Credit Risk Analyst at Barclays in the UK. Alkmini also holds a Master's degree in Applied Economics and Management from Cornell University.  

Stephanie Zou

Head Mentor

Stephanie Zou is an Investment Director at Antin Infrastructure Partners.Prior to this, Stephanie was an Investment Associate at Antin and a Private Equity Associate at Blackstone. She began her career as an Investment Banking Analyst at Credit Suisse. Stephanie holds a BA in Economics from Rice University.

Dillon Suresh

Head Mentor

Dillon is a Senior Associate in the Investment Strategy Group at BMO Capital Markets. He began his career at Willis Towers Watson. Dillon also gained experience at Ontario Teachers’ Pension Plan in both derivatives and global equities. He holds a BBA from the University of Toronto and has worked as a student equity research analyst and teaching assistant during his time there.

Jalen Gilmore

Head Mentor

Jalen is a Vice President of Investments at Vibranium Capital Group. He previously worked at Estancia Capital Management as Private Equity Investment Professional. Jalen brings diverse experience from roles at Causeway Capital, Pariti, AIG, and U.S. Bank, and holds an MBA in Finance from The Wharton School.

Yash Khanna

Head Mentor

Yash is a Vice President in Investment Banking at Santander UK, where he covers the Consumer, Retail, and Healthcare sectors. He previously led Corporate Development at Meesho and spent over four years at J.P. Morgan in both London and Mumbai. Yash began his career at Credit Suisse and holds an MBA from IIM Calcutta

Tomas Ambrosio

Head Mentor

Tomás is currently an MBA candidate at Harvard Business School and a Private Equity Summer Associate at Volpi Capital, focused on B2B tech investments. Before business school, he spent nearly four years at McKinsey & Company. His experience also includes roles at Qualitas Funds, Goldman Sachs, and co-founding a successful services marketplace in Portugal.

Adam Bouze

Head Mentor

Adam is an MBA candidate at London Business School and serves as a trusted advisor for Weybridge Partners Ltd. His prior experience includes structuring direct lending and private credit solutions at Citi. Adam’s background also includes roles at PwC in tax and investment advisory and Senior Associate at BCG.

Timothy Huang

Head Mentor

Timothy is an AVP in Lifeco Lending at Corebridge Financial. With a decade of experience across commercial real estate and structured finance, his prior roles include CMBS at Morgan Stanley, asset management at PCCP, and capital markets at HFF. He holds a BA in Economics from UC San Diego and a Master’s in Real Estate from Georgetown University.

Taurance Robnett

Head Mentor

Taurance is the Co-Founder and CEO of Vema Data. With a strong background in market data and consulting, he has worked as an Engagement Manager at Vdriven Consulting and a Big 4 M&A Consultant at MBO Partners. He also held various roles at PwC and Vanguard. Taurance holds an MBA in Finance from the Rochester Institute of Technology.

Saz Senthilgiri

Head Mentor

Saz Senthilgiri is a Senior Associate in Private Equity at Partners Group, where he has progressed from Analyst to Associate and now Senior Associate since joining in 2019. Prior to his role at Partners Group, Saz interned as an Investment Banking Summer Analyst at Deutsche Bank in the M&A Global Industrials Group. He holds an MEng in Mechanical Engineering from Imperial College London.

Jean-Philippe Maltais

Head Mentor

Jean-Philippe Maltais is a Portfolio Manager at Palm Lane Capital LLP with previous roles at ExodusPoint Capital, Millennium, and Man GLG, he has extensive experience in managing long/short credit mandates and quantitative research. Jean-Philippe also has a strong background in leveraged finance, having worked at Barclays and Merrill Lynch. He holds a Diplome in Finance from HEC Paris and an M.Sc. in Applied Physics from Télécom Paris.

Chance Dye

Head Mentor

Chance Dye is the Director of M&A at Redwood Services. Previously, he held roles at Monogram Foods, managing treasury and acquisitions, and at Waterton, where he worked as a Portfolio Analyst. Chance began his career at Medical Properties Trust and has also consulted for AEA Group. He holds an MBA in Finance from The University of Alabama.

Alec Liv-Feyman

Alec Liv-Feyman, analyst at Alvarez & Marsal, brings experience across restructuring, private equity, and investment banking. From a non-target background, he understands the challenges of breaking in and mentors on recruiting, technical prep, and career decisions, helping aspiring professionals succeed in highly competitive finance careers.

Alessandro Frigerio

Head Mentor

As a consultant at Bain & Company, Alessandro draws on extensive experience in digital transformations, post-merger integrations, and strategic programs across Europe and the Middle East. A former case-interview leader, he has coached 200+ candidates and helps mentees excel in technical prep, recruiting, and career navigation.

Andrew Wu

Andrew Wu, Vice President at Onex, specializes in private equity and credit investing with board-level exposure across portfolio companies. Having built his career through investment banking and private credit roles at MUFG, CIT, and Golub Capital, he mentors aspiring professionals on recruiting, deal execution, and career strategy.

Blake Goddard

Head Mentor

Currently Director of Specialty Finance at Synovus, Blake oversees financings for middle-market companies and has prior experience at JPMorgan, ING, and CIT. Passionate about mentorship, he guides aspiring professionals on balancing career growth with personal goals, while navigating asset-based lending, private credit, and private equity.

Isabella Baldwin

Isabella is an Associate Consultant at A.T. Kearney with expertise in transformation programs, defense, and cyber strategy. With prior roles at Marks & Spencer, DP World, and Bank of America Merrill Lynch, she mentors on leadership, career development, and navigating global consulting opportunities.

Isha Ajmera

Head Mentor

Isha Ajmera is a Private Equity Associate at Dunes Point Capital with prior experience at KKR, Alpine Investors, and Ernst & Young. Passionate about mentoring, she helps candidates from diverse and non-traditional backgrounds break into investment banking and private equity.

Jackie Liu

Jackie Liu, Vice President at Macquarie Asset Management, brings extensive experience in real estate investing and analyst recruiting. A former investment banker and NYU Stern graduate, she supports mentees with resume reviews, interview preparation, and strategies for succeeding in investment banking and private markets.

Jacqueline Churchwell

Head Mentor

Jacqueline Churchwell, consultant at Gratia, combines experience in consulting, finance, and entrepreneurship. A Columbia MBA, she has led strategy at WeWork, worked at Bain, and built a consulting practice. She mentors aspiring professionals on career pivots, leadership, and succeeding in competitive business environments.

Jan Brühwiler

Head Mentor

Jan Brühwiler is a Vice President in mid-market private equity, focusing on growth buyouts across the DACH region. With prior experience in investment banking at Credit Suisse, he has overseen junior recruitment and development, and mentors on career planning, interview preparation, and navigating European finance careers.

Jesse Liu

Head Mentor

Jesse Liu, Private Equity Associate at EQT Partners, brings experience in infrastructure and energy investing with a foundation in investment banking at Morgan Stanley. Having navigated multiple career pivots and recruiting cycles, he mentors aspiring professionals on recruiting, technical prep, and navigating non-linear paths into top finance roles.

John Gilheany

Head Mentor

John Gilheany is a hedge fund professional with over four years of public markets experience across long-only and multi-manager platforms, following investment banking at Bank of America. A Harvard graduate, he mentors on hedge fund recruiting, public equities investing, and navigating career transitions in finance.

John Nguyen

Head Mentor

John Nguyen, an EdTech-focused investor, brings experience across JPMorgan, Clarion Capital Partners, and venture capital. With expertise in M&A, consumer, TMT, and education sectors, he supports mentees on recruiting, technical prep, and pursuing mission-driven careers in finance and investing.

Lorenzo Bracco

Head Mentor

Currently at Marsham Investment Management, Lorenzo specializes in equity research and investing in luxury and consumer sectors. With experience at Citi, Rothschild, and Aragon Partners, he mentors on equity research recruiting, industry analysis, and building careers in asset management and consumer-focused finance.

Mario Stefanidis

With experience spanning Roundhill Investments and BlackRock, Mario specializes in equities and fixed income research. A Columbia Business School graduate, he mentors on technical preparation, interview strategy, and building careers in asset management and public markets.

Matt Jarmo

Currently VP at Resurge Growth Partners, Matt brings over six years in private equity advisory, including Bain’s PE Group and Alvarez & Marsal’s EMEA team. He mentors aspiring professionals on breaking into buyouts, mastering diligence, and navigating career pivots between consulting, banking, and private equity.

Rodrigo Alfaro

Head Mentor

Rodrigo Alfaro, VP at Peterson Partners, brings experience across consulting and private equity, including PwC and Mesoamerica Investments spanning Boston, New York, Salt Lake City, and Guatemala. A Harvard MBA, he mentors on career strategy, international recruiting, and succeeding in competitive global finance roles.

Sai Parepally

Sai Parepally, VP at Veronis Suhler Stevenson, has worked across investment banking and private equity with expertise in healthcare, tech, and business services. With experience at Lazard and Moelis, he mentors aspiring professionals on recruiting, deal execution, and building competitive careers in finance.

Shahzeb Hyder

Head Mentor

Shahzeb Hyder is an Associate at Banner Asset Management with experience managing over A$5B in real estate investments across industrial, retail, and multifamily sectors. With a background in investment banking at LCC Asia Pacific, he mentors on real estate private equity, modeling, and career development in finance.

Shailendra Khemka

Head Mentor

Shailendra Khemka, Associate at UBS, focuses on TMT investment banking with expertise in IPOs, M&A, and financings. With an MBA from Dartmouth and prior experience at Credit Suisse and Deutsche Bank, he mentors aspiring professionals on technical prep, interviews, and navigating high finance careers.

Stefan Georgescu

Tasnia Huque

Currently Principal at Javelin Venture Partners, Tasnia has built a career spanning VC, PE, corporate development at Warner Bros., and investment banking at Barclays. A Harvard MBA, she mentors aspiring professionals on recruiting, deal execution, and building careers at the intersection of finance and innovation.

Zachary Levenick

Head Mentor

Currently running a family-office anchored hedge fund, Zachary has 20 years of experience in hedge fund and alts across credit, arbitrage, and multi-strategy investing. With a background at JPMorgan and Taconic Capital, he guides mentees on hedge fund recruiting, credit/distress strategies, and building sustainable careers in alternative investments.

Dana Sloan

Head Mentor

Dana Sloan brings experience across Goldman Sachs, PIMCO, BlackRock, and Schonfeld, specializing in sales and trading, strategy, and quant analysis. A former D1 NCAA athlete with a mathematics and economics degree, Dana helps candidates stand out in competitive finance recruiting.

John Morgan

Head Mentor

Veteran investor with 25+ years in asset management, John Morgan has managed international and global portfolios as CIO and lead portfolio manager at Epoch Investment Partners. A CFA charterholder and Cornell MBA, he mentors on asset management recruiting, research skills, and building sustainable careers in investment management.

Raphael Tressieres

Head Mentor

Currently launching his own advisory boutique, Raphael previously led Nomura’s FinTech investment banking practice in Asia and held senior roles in corporate development. With $25B+ in completed transactions, he mentors aspiring professionals on deal execution, FinTech strategy, and breaking into international investment banking.

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Hear how our alumni used the program to get amazing outcomes

Coming from Case Western, I wasn't a finance major, but WSO Academy was a game-changer. I went from sending 50 emails a month to 1,200 in two months using their automation tools. The mentors helped me totally nail interviews, even for restructuring, leading to my Morgan Stanley IB offer. Definitely worth it!

I got Spring Weeks at Goldman and PJT, then a middle market PE internship in NYC. Recruiting from Singapore was tough, but WSO mentors, especially Cindy, helped me figure out what I really wanted and how to prep for interviews that used to scare me.

Starting early was key. I began networking freshman year even when it felt awkward. My Aggie network was huge and mock interviews made me sharp. Lazard really cared about my behaviorals and who I was. Have a life outside studying... they want the whole you.

I started VERY late at Oxford, literally missing spring weeks! But WSO Academy got me started. I did, like, twenty-five calls a week... networking was key, even in the UK. This, plus deep prep, helped me land a private equity role straight out of biochem. Don't limit yourself.

As an international student and former varsity soccer player, I started with a blank slate—no accounting class, no playbook. WSO’s structure and mentor network turned chaos into a plan. Repetitions on storytelling and case prep built the muscle I needed to push through rejections and ultimately earn my BCG offer.

I came in late, my resume was a mess, and I wasn’t sure I was ready. WSO Academy got me on track fast. They cleaned up my resume, drilled me on technicals, and helped me break into IB with a boutique, then land Wells Fargo. Super helpful mentors who really knew their stuff.

I already had an offer, but I didn't want to be stuck in oil & gas. Plus, breaking into NYC from Rice was tough :) WSO Academy really helped me refine my 'why' for New York and ace my behavioral interviews. Their courses also prepped me for my Excel Olympics win! I landed Jefferies Power full-time in NYC.

Breaking into finance as a liberal arts international student at Kenyon felt impossible. My resume was a mess, and I was totally lost. But WSO Academy swooped in... I ramped up networking like crazy (150+ calls!) and their mentors helped me nail my mocks. That preparation led to 3 superdays and my Morgan Stanley offer.

As a Colby freshman, I had no direction despite wanting finance. WSO Academy gave me a detailed plan and framework. I was doing three to five calls daily and even visited NYC banks in person, which was a huge differentiator. They helped me land a private equity internship and Bank of America IBD.

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If you are accepted to WSO Academy and would like to speak with this Stanford student prior to enrolling, we are happy to arrange that call.

This testimonial is currently in production.

If you are accepted to WSO Academy and would like to speak with this Stanford student prior to enrolling, we are happy to arrange that call.

I knew I wanted real estate, but Academy helped me tell that story better. I talked to mentors like Teru and Nick, downloaded the modeling templates, and studied the macro stuff. It gave me a real edge in interviews. That’s how I ended up at Blackstone Real Estate full time.

I was super demotivated after club rejections. Fast forward after joining WSO, I sent 412 cold emails, getting 60 coffee chats thanks to them and my polished resume. I faced nine brutal first rounds and four superdays in one week, totally slammed! But Academy prepped me, leading to my BMO offer. 

I came into recruiting super late, well past the usual timelines, and I wasn’t part of any finance clubs. WSO Academy gave me a proven process and the mentorship I needed, from learning what restructuring even was to building an outreach strategy that landed me 50+ coffee chats. That preparation helped me break into Greenhill Restructuring in New York.

At Villanova I felt behind, competing with Ivy League kids and lacking real finance experience. WSO Academy’s mentors and bootcamps sharpened my technicals and taught me to network effectively. I went all in (sometimes skipping class for calls) and that persistence helped me land Evercore.

I was getting to final rounds at top quant shops, but just couldn’t quite land the offer. The Academy really made a difference, especially the quant mentors. Mocks with John and Jeremy were critical... they helped me with everything from brainteasers to my story. I went from rejections to an landing offer in the quant ISG group at Goldman. By the end, interviews were actually fun.

Coming from audit in South Africa, I knew breaking into M&A in London wasn’t going to be easy. Recruiters wouldn’t even take my calls. But I wasn’t ready to just settle and “go into industry”. Thanks to the WSO Academy push, I started landing 15-20 networking calls a week. One of my earliest chats led to a buy-side analyst offer at PCB Partners. Took four months, but it changed my career.

I started super late at Carnegie Mellon, and networking felt like a huge uphill battle. Bank offers weren't converting... I even got ghosted for a month! But WSO Academy changed everything. Their mentors nailed my PE mocks, helping me land my dream software private equity internship. Couldn't have done it without them!

I went to culinary school before Brown - not the typical finance path. I started prepping early, and probably did 50-60 informational interviews. Never begged for referrals, just connected with people over stuff like cooking or school. WSO helped tighten up my resume and mock interviews, and that made a difference. Got offers at places like Morgan Stanley and a bunch of others.

I started as a total blank slate at UC Irvine, but WSO Academy transformed everything. I sent 3,000+ cold emails, did 220+ calls, and 10-12 mocks. That led to 18 first-round interviews and 8 superdays... eventually landing at MUFG! 

I had seven years post-MBA in FP&A and consulting but felt stuck. I didn’t know how to pitch myself for banking. WSO Academy gave me structure, mentors who revamped my story and resume, and tough mocks that built my confidence. It helped me finally land an associate IB role at Morgan Stanley (the only candidate that received an offer that wasn't currently in an MBA program) 

Was late, nontraditional, and unsure if WSO could help in the Middle East. Turns out they had mentors in UAE, Qatar, even other GCC countries. I got help on everything from financial modeling to behavioral prep. This made it possible to break into banking at one of Doha’s top firms.

Transferring schools, adjusting to Cornell, and juggling clubs, classes, and recruiting felt intense. I had zero Cornell alum connections. WSO Academy gave me structure, mentors, and mock support that helped me crush interviews. I stacked four off-cycle internships and landed UBS

I was stuck in back-office risk. Getting into finance late at McMaster felt like a battle, and my networking for top roles was just not cutting it. The mentors helped me nail my story and authentically brand myself for private equity and helped me land at CPPIB!

Came to Princeton as a student athlete recruited for softball. Didn’t think about careers until midway through sophomore year. Joined the Academy in January super late. Had barely ten calls done, within weeks I was doing 20 a week. The prep really helped, and I eventually landed an offer at UBS.

Before WSO I barely knew what IB was. I cold-called FP&A folks just to get reps. Once I joined, I had real feedback from mentors and a clear roadmap. Did a year at a boutique, made ~200 calls, and finally broke into a bulge bracket in New York.

I was a sophomore, an athlete at Tufts, but felt unprepared for banking; I even missed the freshman accelerator! WSO Academy became my backbone. They gave me the roadmap and networking templates. I had sixty coffee chats and eleven first rounds, leading to my Barclays offer.

Didn’t know about high finance at Auburn. After two years in FP&A, I wanted something faster paced. WSO Academy helped me get there. I leaned on the technical courses, resume review, and strategy sessions with mentors. My first interview led to an offer. It was the perfect next step.

As an engineering major, I was doing back-office tech, and didn't know how to break into front office M&A. WSO Academy totally changed my view! Their bootcamps and IB interview prep were awesome for technicals. Plus, their mentors helped me craft an incredible story, making me competitive against finance majors.

Joining WSO Academy right before sophomore year was pivotal, even though I was nervous. Those hundreds of emails and countless mock interviews really sharpened me. It felt risky letting an early offer go, but trusting that intensive prep ultimately led me to a bulge bracket. It was quite a journey.

I came from a languages background in Italy and knew nothing about finance. WSO Academy helped me ramp up fast. I was connecting with twenty people a day on LinkedIn, learning a ton, and the bootcamps really built my foundation. That prep helped me land KPMG Deal Advisory and a top Master’s.

Freshman year sucked. I got rejected from 10+ clubs, had no clue how to prep, and my technicals were rough. WSO Academy helped me improve a lot, so I could hit the ground running. They fixed my resume, crushed the mocks, and landed 3 first rounds. Ended up getting Blair. Wouldn’t have happened without WSO.

After losing my job at a family office, I felt stuck and frustrated. WSO Academy gave me structure, accountability, and confidence. I completely revamped my outreach, spoke with over 60 professionals, and landed a consulting role at A&M. It honestly changed everything for me during a really tough time.

After my master’s, interviews basically stopped in January. I’d never networked and my CV read like a CS lab report. WSO mentors helped me revamp my CV and practice real outreach. Calls picked up again and I landed a quant research role. Simple as that.

My GPA from UofT engineering wasn’t great, and I knew my technicals were weak. WSO Academy changed my approach. Alex helped me clean up my resume, the courses and mocks seriously leveled me up, and I just kept networking. After a long wait… got the offer from Scotia Capital!

WSO taught me how to tell my story. Once that clicked, conversations felt natural and interviews stopped feeling like guesswork.

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This testimonial is currently in production.

If you are accepted to WSO Academy and would like to speak with this Stony Brook student prior to enrolling, we are happy to arrange that call.

Lost my job offer during COVID and worked three part-time jobs just to keep food on the table. Was applying everywhere and getting nothing. A friend said email WSO. That changed everything - the networking and structure helped me land at Fidelity

I always felt early as a freshmen and unsure if I was doing the right things. The Academy gave me a reality check. I went from a few calls a week to nonstop networking. The mock interviews helped me stay calm in interviews. I ended up landing at Houlihan Lokey IB in New York.

I felt behind at Wake Forest with no finance classes... my resume wasn't hitting, and my stories were all over the place. WSO Academy really improved my answers. Their resume tips made my profile stand out, and mocks got me sharp. Long story short, I landed Raymond James Healthcare.

I had no clue how to start networking or where to begin. WSO gave me structure when I felt totally lost. Starting freshman summer, I followed the plan, did 150+ calls, and improved every week. By recruiting, I was ready reps, bootcamps, and mentor feedback made all the difference.

I pivoted from engineering at UCL super late like three months before graduation. I had zero finance prep, was totally scrambling, and honestly felt lost. WSO Academy gave me structure, intense mock interviews, and drilled the technicals. I even nailed a question no one else could. That probably landed me the offer!

Lost my offer a month after graduation and had no idea how to restart. WSO Academy gave me a plan. The bootcamps, equity research program, and mock interviews built my confidence fast. After speaking with nearly 100 people, I landed a financial analyst role at a Fortune 500. Would’ve been totally stuck without that support.

I was late, no spring weeks, non-target computer science at King’s... and kept getting filtered out. WSO helped me fix my story, tighten behaviorals, and build a defensible stock pitch. Mentors pressure-tested me for an assessment center (one seat, six people). That structure and accountability removed my anxiety... and I eventually landed at a top Hedge Fund (Man Group).

WSO Academy's mentorship and bootcamps helped me build my first DCF, teaching me on-the-job skills. Now, I'm teaching others... networking is key, but so is sharing knowledge with your peers. I turned down eight offers to take a risky Real Estate Investment Internship in Saudi that I was able to convert into a full time Investment Analyst role. 

I was a junior biochem major who missed all IB recruiting timelines. I felt disoriented and lacked resources. I joined WSO Academy in early 2024, and they helped me polish my CV... plus build confidence for tough interviews. I stacked internships and finally landed my an investment banking internship.

Didn’t really know what I was doing with recruiting before joining. My resume was so packed it was hard to read, and I kept recycling the same story in every behavioral. The mentors really helped me fix all that. Now I’m in Berlin doing an Real Estate Investment internship.

The Academy taught me how to actually move the networking conversation forward and get results. Practiced with mentors, built confidence... but the craziest thing is that I was able to connect with a mentor that had experience in the exact team that I was interviewing for at BlackRock prior to my final round. Ended up landing the offer after five mocks.

Networking felt super uncomfortable at first. I had no idea how to talk to bankers without feeling fake. WSO’s practice networking sessions helped me handle any type of call and the bootcamps helped build out my technical base. Prepped stories, did tons of calls, and finally felt ready. Without WSO, I would’ve fumbled.

Missed the school’s mentorship program and didn’t start networking till late January. I had zero connections. WSO Academy gave me mentors who actually worked at the banks I interviewed at. Their mock interviews and insights helped me land TD Cowen in NYC healthcare. That access made a huge difference.

Not being in Stern made things tough. I had no idea where to start until I joined WSO Academy around Christmas. The mentors challenged me, helped me get my story straight, and taught me how to network smart. That led me to Alex Partners for economic consulting in New York.

Losing my job after a rotational program at Lloyd's hit my confidence hard. I felt lost and unsure what was next. I joined WSO Academy and they helped me regain confidence by refining my approach. Their mentors were blunt but supportive, helping me land my Capital Markets role at CIBC. 

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If you are accepted to WSO Academy and would like to speak with this Yale student prior to enrolling, we are happy to arrange that call.

Started uni with zero clue about finance. My CV was a mess, and apps got insta-rejected. The Slack help was crazy fast, resume went from below 50 to 96, That push changed my whole trajectory.

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If you are accepted to WSO Academy and would like to speak with this Non-target student prior to enrolling, we are happy to arrange that call.

This testimonial is currently in production.

If you are accepted to WSO Academy and would like to speak with this Non-target student prior to enrolling, we are happy to arrange that call.

My goal was IB, but I didn't know where to start. Transferring schools mid-sophomore year was hectic with recruiting heating up. This is why WSO Academy was key, especially for nailing my story and getting my resume polished. Their mentors and mocks were super helpful for landing Wells IB and getting my career off to a great start!

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If you are accepted to WSO Academy and would like to speak with this MIT student prior to enrolling, we are happy to arrange that call.

Coming from a non-target, I had no finance knowledge and even faced visa issues that sent me back to Spain. WSO Academy gave me structure and mentors helped me clean up my resume and taught me how to network with senior bankers. That guidance and persistence helped me break into a boutique investment bank in London.

At Syracuse I was a sophomore with no plan, just applying randomly with no traction. WSO Academy’s equity research internship gave me real reps and mentors who taught me how to reach out the right way. After focused calls and cleaner materials I landed a full time role in Equity Research.

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If you are accepted to WSO Academy and would like to speak with this Princeton student prior to enrolling, we are happy to arrange that call.

Thought I was networking with one or two coffee chats... turns out I wasn’t even close. WSO mentors showed me how to step it up, fix my story, and prep like a pro. The calls started coming, the interview hit faster than expected, and now I’m working at LSEG.

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If you are accepted to WSO Academy and would like to speak with this Harvard University student prior to enrolling, we are happy to arrange that call.

Offer got pulled after graduation (total panic mode). Cold outreach wasn’t working and I felt totally lost. WSO Academy gave me the what I needed: bootcamps, ER project, and constant feedback from mocks. That combo helped me rebuild my confidence and finally break in. It honestly changed everything.

As a CS major, I was late to quant finance recruiting and didn't know how to brand myself. WSO Academy gave me a structured approach to networking and self-presentation. Their mentors and mock interviews were crucial, helping me hit that 'inflection point' and land my quant role at Mackenzie Investments.

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Before WSO, I was just spraying out apps and hoping for the best. No clue how to pitch myself. Once I joined everything clicked: resume, story, networking, all of it. I learned fast and ended up at a boutique bank I love.

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If you are accepted to WSO Academy and would like to speak with this Princeton student prior to enrolling, we are happy to arrange that call.

Came into Fordham knowing nobody in finance. WSO helped me build a system for networking, kept me accountable, and sharpened my interviews with tons of reps. That foundation helped me land Citi sophomore year, then Blackstone REPE junior year. 

I didn’t even switch to finance until sophomore fall, so I was super late. The system helped and the mock interviews were key. It was honestly a dream come true, especially seeing where I had started, didn't ever think that I was going to end up at Morgan Stanley.

Before Academy, I felt uncertain about how to stand out. The mock interviews, technical courses, and story prep gave me real confidence, I walked into interviews and networking chats with clarity, and that made all the difference in landing equity research.

I started in management consulting but realized corporate finance was where I wanted to be. With hundreds of applicants for only a few spots, I knew I needed an edge. WSO Academy’s courses and mentors gave me the technical skills and confidence to stand out, helping me land my analyst role at PwC Corporate Finance.

Coming from a non-target, I sent hundreds of emails, did over a hundred coffee chats, and with WSO’s structure and mentorship I turned that grind into multiple Superdays and ultimately landed my restructuring IB offer in New York.

I was graduating without a return offer and struggling in interviews, but after joining WSO, I fixed my story, built consistency in networking, and within weeks I had five to seven coffee chats a week and final-round interviews that led to my offer

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This testimonial is currently in production.

If you are accepted to WSO Academy and would like to speak with this Stanford student prior to enrolling, we are happy to arrange that call.