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

Find Your Mentor with Filters Below

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 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
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
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
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
Excellent
5
53 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Private Equity Vice President
  • Wharton MBA, Berkeley Haas undergrad
  • Pre-MBA experiences includes 2 years of investment banking and 2 years of technology private equity (LBO)
  • San Francisco
    • New York City
  • San Francisco
    • New York City
Excellent
5
53 Sessions
Member since 2022
Investment Advisor
  • Investment Banking
  • Asset Management
  • Sales and Trading
  • Investment Advisor
  • Investment advisor to a book of about 40 clients with total AUM in excess of USD 1bn.
  • Prior to that, worked at family office co-managing discretionary mandates and providing cross-asset advisory services
  • Started career focusing on credit markets as Fixed Income Sales Trader providing market making and advisory services to financial institutions
  • CFA Charterholder, CAIA Charterholder. Also completed the CFA ESG
  • MSc Finance & Management from Cranfield School of Management and BSc from HEC Lausanne
  • English, French and Italian
  • Geneva
    • London
  • Geneva
    • London

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