Wall Street Oasis – Master Your Finance Career

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Fellow Primates

Your Premier Finance Community

Wall Street Oasis is one of the largest and most entertaining finance communities online. With over 3,000,000 posts to date and over 5 million page views a month, you can be sure that your questions will get answered in our finance forums by experienced professionals. WSO also provides several services to help as you progress through your business career. We currently offer:
 

WSO Academy - Bootcamp to Boost Your Odds at High Finance

Financial Modeling Training

Detailed Industry and Interview Courses

Professional Resume Review Services

Access to top Wall Street Careers through our Job Board

The 3 Missions

Community

 

To become the most entertaining and useful finance community in the world.

Empowerment

 

To help every student and professional around the world, regardless of their background, develop superior career skills and access the same opportunities as those with the most privilege.

Transparency

 

To bring transparency to notoriously opaque industries.

What's the Point?

Every year some of the brightest, most driven and optimistic undergraduates from top colleges and universities embark on a career on Wall Street. At some point along the way, many of these same young professionals become disillusioned, frustrated and stressed about their job. What is my next step? Should I go to business school? Should I try to get a job in private equity at X fund? What about hedge funds or consulting at Y company?

Empowering Career Growth

The primary goal of Wall Street Oasis is to help educate young finance professionals and students as they approach critical career decisions while simultaneously providing an outlet that can make them laugh. It is a place where finance professionals can come to learn more about other related fields, network with other members and even apply to specific jobs that interest them.

Career Growth
WSO

Promoting Transparency and Inclusivity

We strive to give transparency to industries with little public information and rampant misinformation. We accomplish this through the WSO Company Database and a unique forum platform that allows anonymity but fosters respect. We actively identify and confirm the professional status of our most knowledgeable members through the Certified User program which allows employees at top firms to share their insights honestly, and lets other members know who they can trust.

With the help of this increased transparency coupled with our products and services, we also aim to help the less privileged improve their chances at landing positions at some of the most competitive industries in the world.

Whether you're a young fresh-eyed chimp or an old embittered ape, we hope you find solace here at the Oasis!

The History

May 2006

WSO was initially launched in May 2006 named iBankingOasis.com

June 2007

Name changed to Wall Street Oasis in order to capture a wider variety of finance careers that made up our community members.

January 2009

Launched the Investment Banking Interview Guide, our first course.  Quickly became the best selling resource of its kind.

November 2011

Launched WSO Mentors with 100 mentors.  Today, we have over 1,300 mentors.  This service was what laid the foundation for WSO Academy.

October 2012

Launched the WSO Company Database to leverage the power of the community to standardize data across thousands of finance firms.  To date, there have been over 100,000 submissions, and this database serves as a valuable resource for interview data by firm and group as well as salary and reviews across the industry.

June 2020

Formally launched the financial modeling training course catalog to rave reviews.  The Elite Modeling Program soon became the standard as the content developers + faculty that developed and delivered the course were all best in class from the top firms in the world. 

July 2020

Launched corporate e-learning training for analysts and associates across hundreds of firms.  

July 2023

The community hits 1 million registered members!

The Team

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Patrick Curtis

CEO & Founder

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.

Matthew Kelenc

Matthew Kelenc

Chief Revenue Officer (CRO) & Head of Enrollments

Matthew started his career as a Sales and Trading Analyst at Paradigm Capital before moving to Oracle as an Account Executive where he worked for 3+ years. He then left to join Wall Street Oasis to help provide both corporate and university/college clients with access to our course offerings & services. He has a Bachelors of Business Administration from the Schulich School of Business.

David Murphy

David Murphy

Chief Editor of The Daily Peel

David began his career with Wall Street Oasis in 2021 as the writer of our "The Daily Peel" newsletter. After graduating from Bentley University in 2022 with a Bachelor's in Economics & Finance, he spent 18-months working in Private Wealth Management at UBS while continuing to write The Daily Peel. In late 2023, David left UBS and joined WSO full-time where he now leads our "WSO Alpha" business and operates as an Officer for the WSO Academy, in addition to writing our newsletter.

Nikolaus Plange

Nikolaus Plange

Marketing Strategist

Nikolaus is a University of Westminster graduate with a BSc in Finance, he uses his analytical insight and creative flair to craft impactful marketing strategies. His innovative approach has significantly contributed to WSO’s growth and brand presence. Passionate about the intersection of finance and marketing, Nikolaus stays ahead of trends to drive success in a dynamic market

Cindy Wei

Cindy Wei

Head Mentor

Cindy was an Investment Banking Analyst at Evercore. She then moved to VC as an Associate at ClearSky and currently works as Assistant Vice President with Greenbacker. Cindy has a Bachelor of Science in Finance and Accounting and a Minor in Computer Science from NYU Stern School of Business.

Timothy Weil

Timothy Weil

Head Mentor

Timothy has worked as Director at UBS and Barclays Investment Banks for over 11 years. He 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.

Conor Brown

Conor Brown

Head Mentor

Conor was an Investment Banking Analyst at Goldman Sachs. He then moved to Private Equity as an Associate at Vista Equity Partners. Conor is currently pursuing an MBA from the Wharton School and has a Bachelor’s degree in Economics and Political Science from Amherst College.

Michael Liu

Michael Liu

Head Mentor

Michael worked in M&A Investment Banking at Goldman Sachs in Hong Kong. After that, he worked as a private equity senior associate at Warburg Pincus and Crescent Capital in Australia. He is currently pursuing his MBA from Stanford University's Graduate School of Business.

Yuee Wakabayashi

Yuee Wakabayashi

Head Mentor

Yuee worked for many years across top banks like Morgan Stanley, Stifel, and Deutsche Bank as an Analyst and Associate. He also worked as Head Of Corporate Development at NuMSP and recently as Vice President of Corporate Development at SavATree. He is also the Founder of Medley and currently is the Vice President at Accordion. Yuee has a Bachelor’s Degree in Finance from NYU Stern.

Max Adams

Max Adams

Head Mentor

Max worked as an Investment Banking Analyst at Lazard and Qatalyst Partners. He currently works as a Private Equity Senior Associate at Vector Capital Management. Max has an MBA from Stanford University Graduate School of Business and a Bachelor of Science in Finance from Brigham Young University.

Sereena Tucker

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

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

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.

Isabel Vulakh

Isabel Vulakh

Head Mentor

Isabel was an Investment Banking Analyst at JP Morgan. She then moved into Corporate Finance roles at biotech companies Roviant Sciences and Korro Bio, where she currently works as Assistant Director. Isabel has a Bachelor’s Degree in Finance from Baruch’s College and The City University of New York

Adna Pekmezovic

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

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.

Edgar Company

Edgar Company

Head Mentor

Edgar was an Investment Banking Associate at Barclays for 5+ years. He then worked as an Investment Associate at Pamplona Capital Management and as a Consultant at Simpling before moving to Surca Capital, where he works as their Socio Director. Edgar completed his MBA from the Kellogg School of Management.

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.

Alice Shang

Alice Shang

Head Mentor

Alice was an Investment Banking Analyst and then an Associate at Lazard. She then moved to VC and worked as an Investor with TCV and is currently a co-founder of Digital Health Startup. Alice has an MBA from Harvard Business School and a Bachelor’s Degree in Business Administration from the University of Michigan.

Charles Pontvianne

Charles Pontvianne

Head Mentor

Charles worked as an 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

Christopher Newhouse

Head Mentor

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

Craig Irvine

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.

Daniel Ochoa

Daniel Ochoa

Head Mentor

Daniel was an Investment Banking Analyst and then an Associate at Morgan Stanley. He later left and founded editide to equip investment bankers and other corporate professionals with better tools to build their presentations. Daniel has a Bachelor of Science in Statistics and Economics from the University of Chicago.

Eduardo Vildosola

Eduardo Vildosola

Head Mentor

Eduardo was an Investment Banking Analyst at Goldman Sachs. He then worked as an Investment Associate at Gray Cube Sports and Microlumbia Impact Fund. He is currently an MBA Candidate at Columbia Business School.

Faye Teng

Faye Teng

Head Mentor

Faye was an Investment Banking Analyst at Jefferies. She then moved to Private Equity as an Associate at Strattam Capital and a Manager at ThoughtSpot. She is currently a Teaching Assistant and researcher at The Wharton School. Faye has an MBA from the Wharton School and triple degrees from the University of California, Berkeley.

George Jian

George Jian

Head Mentor

George was a Senior Business Analyst at McKinsey & Company. He worked as a Senior Associate at University Ventures. He also held positions at UBITS, Petlove&Co, Degreed, and ForgeRock as an Investor. George currently works as a Vice President at Riverwood Capital and holds a Bachelor of Arts in Philosophy from Princeton University.

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.

Himanshu Singh

Himanshu Singh

Head Mentor

Himanshu worked as an Analyst at Nomura. He then worked as an Investment Banker at Deloitte, UBS, and Nomura in M&A. He currently works as an Investment Banker at Hannam & Partners, specializing in M&A in the Financial Institutions Group. Himanshu holds a Bachelor of Engineering in Information Technology from NSUT.

Marvin Thiel

Marvin Thiel

Head Mentor

Marvin was an Analyst at Nomura and Stephens. He then worked as a Private Equity Associate at AnaCap and currently works at Pollen Street Capital as an Investment Director. Marvin has a Master of Science in Business Administration from Bayes Business School and a Bachelor of Science in Economics from Heidelberg University.

Maximo Gonzalez

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.

Panpan Xiao

Panpan Xiao

Head Mentor

Panpan was an Investment Banking Analyst and then became a Senior Associate at Citi Group. She then worked as an Investment Manager at Pictet Asset Management and Equity Analyst at Schroders. She currently works as an Equity Research Analyst at Fidelity International. Panpan holds a Bachelor's in Accounting and Finance from the University of Bristol.

Paul Mazurek

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

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.

Peter Tarwid

Peter Tarwid

Head Mentor

Peter worked as a Strategy Analyst and Senior Strategy Analyst in Corporate Strategy at Cengage Group, then worked as an Investment Banking Analyst at Barclays Investment Bank, and currently as a Private Equity Associate at Stone Point Capital. Peter has a Bachelor’s Degree in Economics from Brown University.

Zachary Gilbert

Zachary Gilbert

Head Mentor

Zachary was an Investment Banking Analyst at J.P. Morgan, followed by roles as an Analyst and then as an Associate at iAnthus Capital Management. Zachary is currently the Director of M&A at Principal Holdings Group. He also holds an MBA from Duke's Fuqua School of Business and a Bachelor of Science in Industrial and Labor Relations from Cornell University.

Alyssa Karbel

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.

Taro Tan

Taro Tan

Head Mentor

Taro was an Associate at Kirkland & Ellis. He then worked as an Investment Banking Associate at Moelis & Company and currently works at EQT Group as a Private Equity Associate. Taro has an MBA from Harvard Business School, and a Masters of Law from Harvard Law.

Ajmal Tahir

Ajmal Tahir

Head Mentor

Ajmal started his career as an Equity Analyst at Strategic Analysis Corporation, where he worked for 2 years. He then joined the Ontario Teachers'​ Pension Plan as an Analyst and currently works as an associate. Ajmal has a Master of Engineering in Applied Science & Engineering and a Bachelor’s Degree in Applied Science & Engineering from the University of Toronto.

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Boost Your Odds of a 7-Figure Career

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