WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

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Excellent
5
86 Sessions
Member since 2019
Investment Banking
  • Consulting

* Vice President at a financial advisory firm focusing on M&A for the past six years.
* Broad sector coverage experience, with specific expertise in Financials and Healthcare
* Helped numerous candidates from both traditional and non-traditional backgrounds break into investment banking
* MBA from top 5 business school and an undergraduate degree in Economics and Mathematics from a liberal arts college

  • New York City
    • San Francisco
  • New York City
    • San Francisco
Excellent
5
75 Sessions
Member since 2018
Investment Advisor
  • Investment Banking
  • Private Equity
  • Corporate Development
  • Corporate Finance
  • Currently advises private technology companies on capital raising via Apex Advisory
  • Formerly Principal & Chief of Staff at a global technology private equity platform specializing in consolidations. Investee companies include Pivot (TSX:PTG, acquired), Converge (TSX:CTS, sold to private equity), Quisitive (TSXV:QUIS, sold to private equity), among others.
  • Formerly Director of Financial Planning & Analysis at Converge Technology Solutions 
  • Former Mergers & Acquisitions Investment Banker (transactions in natural resources & industrials) at the Bank of Montreal / BMO Capital Markets
  • Joined a smart home tech company in a corporate development role responsible for $130 million Series C raise from top VC's
  • Past internships at Canaccord Genuity (investment banking), Public Sector Pension Investment Board (private equity)
  • Graduate of Bachelor of Commerce in Finance, Bachelor of Arts in Economics, and holds a Master of Management in Artificial Intelligence, and MBA degrees
  • Toronto
Excellent
5
75 Sessions
Member since 2021
Private Equity
  • Private Equity
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy
  • Extensive experience in Private Equity, PE Portfolio Companies and Corporate Development
  • Currently working as Director of Finance for a middle market LBO fund’s portfolio company
  • Worked for 8 years (3 years as a Vice President) in the deal teams at a middle market LBO Fund. Focus on control investments in founder owned companies in the consumer, manufacturing and services sectors. Closed 5 platforms, 3 exits, numerous add-ons and Board member experience
  • Previously worked at Apollo Global Management
  • Started career as a Corporate Development Analyst at a global operating company with +$4B in annual revenue
  • Earned Bachelors from a target Ivy
  • New York City
    • New York City
  • New York City
    • New York City
Excellent
5
75 Sessions
Member since 2019
Private Credit
  • Investment Banking
  • Private Equity

* Most recently an investment associate at a private debt fund in NYC
* Previously spent 2.5 years in Investment Banking at JPMorgan with experience in the healthcare, consumer, and retail industry groups, leveraged finance, and credit working on LBO and M&A transactions. Led the summer analyst and first-year analyst recruiting process for candidates.
* Mentored summer analysts and junior analysts.
* Graduated with a BBA in Finance

  • New York City
    • Paris
  • New York City
    • Paris
Excellent
5
72 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Hedge Fund

* Currently runs an asset management firm * Hedge Fund investing experience at large multi-stratfund and concentrated L/S fund * Private Equity associate at top blue chip fund * Investment Banking analyst at Goldman Sachs * Lives in New York City, and a graduate of a top liberal arts College

  • New York City
  • New York City
Excellent
5
67 Sessions
Member since 2018
Private Equity
  • Investment Banking
  • Private Equity
  • Currently an associate at Washington D.C.-based private equity firm
  • Worked at Accel-KKR, a middle-market private equity firm focused solely on technology investments
  • Spent two years as an investment banking analyst working on technology M&A transactions
  • Experience working on buyouts, growth investments and add-on acquisitions, including
  • Washington D.C.
    • Los Angeles
    • San Francisco
  • Washington D.C.
    • Los Angeles
    • San Francisco
Excellent
5
67 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Private Equity
  • A member of the investment team that invests in middle-market industrial companies in North America and Europe.
  • He was an analyst at a BB bank in the Diversified Industries Investment Banking Group.
  • Graduated with a Bachelor of Science in Finance
  • New York City
    • Dallas
    • Los Angeles
  • New York City
    • Dallas
    • Los Angeles
Excellent
5
62 Sessions
Member since 2017
Hedge Fund
  • Asset Management
  • Hedge Fund
  • Equity Research
  • Other
  • Current equity research analyst performing rigorous, in-depth fundamental research and analysis of US small, mid, and micro-cap equities for Wampanoag Capital, a long/short event-driven special situations hedge fund focused on levered equities and distressed debt with catalyst-driven events across the capital structure
  • Over five years of experience on the buy-side as an equity research investment professional, currently as an Equity Research Analyst at Wampanoag Capital, a long/short event-driven special situations hedge fund following his role as a Junior Equity Research Analyst with generalist coverage focusing on the TMT, Consumer, Industrials, Healthcare, and Financials sectors across the small, smid, mid and large cap universes for the Institutional Equity Investment Team at GW&K Investment Management (Affiliated Managers Group subsidiary)
  • As a Junior Equity Research Analyst at GW&K Investment Management (an active investment manager subsidiary under the AMG Funds umbrella), he researched the US small, smid, mid, and large-cap equity universes for two separate investment teams.    
  • Prior to joining GW&K, he worked at the Boston Company Asset Management (an active equity-only institutional asset manager now the equity division of Newton Asset Management at BNY Mellon), a wholly-owned subsidiary and division of BNY Mellon Asset Management (a top 5 global asset manager by AUM), where he sharpened his analytical skills and investment knowledge as a Product Development Manager.
  • He began his career as a Portfolio Analyst, then was promoted to Senior Team Leader, and finished at the Boston Company as a Product Development Manager, where he was instrumental in developing the company's first options-based investment product, an S&P 500 buy-write active equity investment strategy. 
  • Graduated with a BA in Economics from Cornell University and a Certificate in Python Programming from the College of Computing and Information Science
  • He has been a CFA Charterholder since 2014, passing all three levels of the CFA Program under the minimum amount of work experience required to earn the CFA designation.
  • A member of the CFA Institute, CFA Society Boston, and the Young Leaders Committee at the CFA Society Boston
  • In addition, he earned both the CMT (2017) and CAIA (2014) designations while studying for both concurrently during his participation in the CFA Program, passing each level on his first attempt in consecutive exam offerings.
  • He is a CAIA and CMT Charterholder and a member of the CAIA Association and CMT Association (formerly known as the MTA)
  • New York City
    • Boston
  • New York City
    • Boston
Excellent
5
54 Sessions
Member since 2020
Corporate Development
  • Investment Banking
  • Currently, with a Fortune 100 company as a Corporate Development Director that is involved in the identification, valuation, and execution of M&A opportunities in the industrial and technology sector
  • Previously an Associate on the Industrials coverage team at a bulge bracket investment bank
  • Went through an analyst program at a boutique investment bank focusing on the transportation industry
  • Obtained MS in Finance degree in London
  • New York City
  • New York City
Excellent
5
54 Sessions
Member since 2020
Real Estate
  • Investment Banking
  • Private Equity
  • Real Estate

* Currently a senior investment professional and PM for a boutique CRE investment manager focused on deploying discretionary capital on behalf of HNW/family office investors

* Significant buyside experience in real estate special situations at REPE 100 firm (all asset classes) as well as a top national CRE development firm

* Experience in investment banking/capital markets

  • Austin
    • Dallas
    • Los Angeles
    • New York City
  • Austin
    • Dallas
    • Los Angeles
    • New York City

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