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
15 Sessions
Member since 2019
Venture Capital
  • Investment Banking
  • Investor Relations

* Began a career in leveraged finance banking, working with corporations and private equity firms across all industries (primarily focused on technology), assisting in term sheet / commitment letter negotiations, and corresponding directly with investor accounts to address business and diligence questions (6 years) * Pivoted to earliest stage venture at a newly established fund in NYC, involved in all stages of high volume deal flow as well as fund operations and portfolio analysis * Currently, working directly with early-stage companies in a strategic consulting based capacity assisting with financial modeling and forecasting, customer acquisition, marketing strategy, investor decks, fundraising * Angel investor (current portfolio includes women's health & wellness, healthcare and differentiated tech-focused companies)

  • New York City
  • New York City
Excellent
5
15 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Private Equity
  • A Private Equity professional in a middle-market firm focusing on special situations and credit opportunities investments; responsible for all stages of a deal lifecycle including origination, underwriting and diligence, and portfolio management
  • 2 years in the consumer retail Investment Banking division at bulge bracket bank in NYC
  • Bachelor of Science in Finance and Accounting
  • Los Angeles
    • New York City
  • Los Angeles
    • New York City
Excellent
5
15 Sessions
Member since 2019
Asset Management
  • Asset Management
  • Consulting
  • Equity Research
  • Real Estate
  • Risk Management

* Multi-asset Portfolio Manager in the OCIO department. 
* Portfolio manager for high net worth families
* Previously worked as Portfolio Manager investing in multi-asset portfolios for high net worth families and foundations
* Began career in Consulting and soon moved to Risk Management
* Earned MBA. Also earned BA in Political Science
* CFA charterholder

  • New York City
    • Los Angeles
  • New York City
    • Los Angeles
Excellent
5
15 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • 4 years of experience working on Wall Street in M&A.
  • Actively involved in recruiting for junior investment bankers.
  • New York City
    • Toronto
  • New York City
    • Toronto
Excellent
5
14 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Investment Manager at a Private Equity firm investing in early-stage companies based in the U.K., Nordic and DACH regions
  • 5 years + Investment Banking experience involved in a broad range of M&A and strategic advisory assignments for clients globally. Primarily covering the Transport & Infrastructure and Metals, Mining & Materials sectors
  • Graduated with BSc Hons in Mathematics with Economics and MSc Hons in Law
  • London
Excellent
5
14 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Real Estate
  • Currently, a Private Equity Associate at Goldman Sachs in NYC focused on equity and credit investing in publicly traded REITs and real estate companies
  • Spent two years as an Investment Banking Analyst at Goldman Sachs in a cross-industry coverage group
  • Graduated Summa Cum Laude from a non-target school with a BS in Economics and Political Science
  • New York City
    • Seattle
  • New York City
    • Seattle
Excellent
5
14 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Private Equity
  • Buy-side investment professional with 8 years of investing experience across middle market private equity, growth / structured equity, fundamental long/short equity, and distressed credit & loan-to-own investments
  • Currently a VP at a software-focused growth equity / structured equity fund
  • Extensive end-to-end private equity transaction experience supporting all aspects of the investment process including financial modeling, due diligence, investment committee presentations, structuring, and legal negotiations
  • Significant operating experience serving as board member of several private equity portfolio companies
  • Closed deals include buyout, growth / structured equity investments across the enterprise software / B2B vertical SaaS, fintech & payments, healthcare IT, consumer/retail, industrials, and business services sectors
  • Helped former mentees receive offers at following firms: Audax, EQT, Gemspring, General Atlantic, Greenbriar Equity Group, H.I.G., OceanSound, Pritzker 
  • BSc. in Economics, concentration in Finance from a target school
  • New York City
  • New York City
Excellent
5
14 Sessions
Member since 2019
Private Equity
  • Real Estate
  • He has experience in both private equity and real estate investment.
  • As an investment officer, he has worked at some of Asia's top funds, including PE industry leaders
  • Uniquely has experience in both deploying and raising capital.
  • Holds an MBA and a BA with High Honors
  • More on this mentor from his AMA here.
  • Hong Kong
    • San Francisco
    • Singapore
  • Hong Kong
    • San Francisco
    • Singapore
Excellent
5
13 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Investment Banking Associate in the Consumer, Retail, and Healthcare team of a tier 1 Bulge Bracket bank
  • Previous experiences in Private Equity and Credit in tier 1 funds
  • Bachelor of Business Administration and Management and Master in International Management
  • London
Excellent
5
13 Sessions
Member since 2023
Private Equity
  • Investment Banking - Industry/Coverage
  • First-Year Associate at a lower-middle-market buyout fund specializing in investments within the industrials and manufacturing sectors
  • Previously spent four years in investment banking at multiple top-tier middle-market banks, focusing on sell-side M&A transactions in industrials and business services
  • Actively participated in on-campus recruiting efforts by representing employers at networking events, reviewing resumes, and conducting candidate interviews
  • Successfully transitioned into investment banking through a non-traditional career path from the back office
  • Earned a B.A. in Economics from a top-30 U.S. university
  • New York City
    • Boston
    • Charlotte
  • New York City
    • Boston
    • Charlotte

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