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
13 Sessions
Member since 2016
Private Equity
  • Investment Banking
  • Currently, VP at Welsh, Carson, Anderson & Stowe
  • Worked for over two years at the BB; ranked 1A both years (top 10% of entire analyst class)
  • Worked as an intern in Corporate Banking at bulge bracket bank and managed to receive a full-time offer in the investment banking division
  • Non-target background
  • New York City
    • Miami
  • New York City
    • Miami
Excellent
5
13 Sessions
Member since 2023
Hedge Fund
  • Investment Banking
  • Hedge Funds
  • Prop Trading
  • Other

I took a non-traditional (and long route) to finance, but I got there and was amazingly successful.  I've sat on both sides of the interview table for hundreds of interview at some of the most prestigious firms in the country.  I've screened more resumes than I care to count.  I'm semi-retired now, but like to keep my hand in the finance world.

I was a college drop out, an Air Force enlistee who dropped back into school getting a Bachelors, Masters, and Ph.D. in Computer Science.  This led to a career in high performance computing.

I started at a National Lab working on everything from computer languages to fusion research.  Then ended up working for an eccentric billionaire building a supercomputer to do protein modeling.

Since I was in New York City, this inevitably led to job offers in finance.  I said no to Goldman and yes to JP Morgan. There I worked on risk management software systems for the investment bank, both improving the software and working directly with traders/quants on using the software.

A friend tempted me away to the buy side, so I joined Jump Trading working in their research division (again, working with quants and traders to improve their research codes).

After that, I moved to Chicago working at Citadel (which was a bad fit) before moving to Houston to work for Quantlab for a few years.

I then mostly got out of finance to work in tech (self driving cars, then Facebook/Instagram, and finally a blockchain analytics startup), but on the side I've been advising several crypto trading firms (mostly on their research stack).

Over the years, I've mentored dozens and dozens of engineers and quants -- giving them guidance in launching and maintaining their careers.   You could join their ranks!

  • Los Angeles
    • New York City
  • Los Angeles
    • New York City
Excellent
5
12 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • Consulting
  • Private Equity

Currently serve as a Restructuring Director advising distressed companies and their stakeholders through workouts, Chapter 11 and middle market transactions (363 asset sales) across numerous industries including Aerospace & Defense, Business Services, Consumer & Retail, Distribution, Industrials, Paper & Packaging and Technology.

Previously a Vice President at a boutique shop covering numerous verticals - Special Situations M&A, Distressed Debt Principal Investing and Restructuring/Bankruptcy. Experienced with entering distressed situations and quickly assessing the critical issues at play, drafting operational and financial solutions to be deployed in phases within a plan of reorganization and evaluating strategic alternatives for setting the basis of proposed recommendations under a high intensity environment.

Prior and current experience includes synthesizing financial statements, building out integrated 3-statement financial forecast models, serving as a financial advisor to distressed companies and creditors in out-of-court workouts and Chapter 11 bankruptcy proceedings, conducting both sell and buy side M&A mandates, executing debt and equity capital raises, financial and operational restructuring, evaluating distressed investment opportunities, conducting market research on nonperforming loans and credit trends by sector, shareholder negotiations and 13 week cash flow forecasting.

Graduate from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Accounting and Finance with honors.

Certifications/Licenses:
Certified Public Accountant (CPA)
Certified Insolvency & Restructuring Advisor (CIRA)
Certification in Distressed Business Valuation (CDBV)
Certified Turnaround Analyst (CTA)
Accredited in Business Valuation (ABV)
FINRA Series 79 & 66 Licensed

  • Chicago
    • Chicago
  • Chicago
    • Chicago
Excellent
5
12 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Consulting
  • Currently, PE investment professional at an alternative investment firm 
  • M&A Senior Associate in a top-three investment bank in London
  • MBA at top European Business School
  • Previously Management Consultant
  • Bachelor’s in Business Administration and MSc in Accounting
  • London
Excellent
5
12 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Vice President at J.P. Morgan Investment Banking with 6+ years of work experience at the firm
  • Broad product coverage across M&A, DCM and ECM with sector experience in Consumer, Retail, and Industrials
  • Graduated from Imperial College London with a master’s degree in engineering
  • London
Excellent
5
12 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • Investment banker with 6+ years of experience
  • Experience across bulge bracket IB, middle-market M&A, leveraged finance, IPOs / follow-ons and private capital raises
  • Worked across multiple industries (Energy, Tech and Industrials) and coverage groups
  • Led undergraduate and graduate-level recruiting efforts at multiple Investment Banks
  • Passed CFA level 3 and MBA from a top 20 business school
  • Houston
    • Houston
    • San Diego
  • Houston
    • Houston
    • San Diego
Excellent
5
11 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Venture Capital
  • Currently, a 3rd year Senior VP at a PE/Growth Equity firm that invests in technology (B2B Enterprise Software and AI) and services industries
  • Previously, growth equity/venture capital associate to middle-market companies focused on global resource
  • 2 years Investment Banking Analyst at a BB, mergers and acquisitions group
  • Bachelor of Arts in Economics, Stanford University
  • New York City
    • San Francisco
  • New York City
    • San Francisco
Excellent
5
11 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • He analyzed billions of dollars of transactions as an analyst/associate on Deutsche Bank’s Consumer team.
  • He then transitioned into growth equity where he was the associate on over $35 million in investments.
  • This background developed his expertise in working with startups as an investor and Fortune 500 companies as an advisor.
  • He helps companies grow through fundraising, acquisitions or FP&A.
  • B.S. in Finance and Marketing
  • New York City
  • New York City
Excellent
5
11 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Experienced Private Equity Associate with a demonstrated history of working in the venture capital and private equity industry with a focus on technology investing
  • Working with a private equity firm focused on middle-market companies in North America across environmental services, gaming, and IT services
  • Previously worked with Citigroup as an IB Analyst in the FIG group for 2 years
  • Graduated from the Ivey Business School
  • Toronto
Excellent
5
11 Sessions
Member since 2017
Private Equity
  • Consulting
  • Yale University
    • Currently a 2nd year associate at Berkshire Partners, a $16B middle-market private equity fund
    • Worked for 3 years in consulting
    • Prior to consulting, held internships at the Federal Reserve Board and the U.S. Senate
    • Target undergrad
    • Boston
      • Chicago
      • Washington D.C.
    • Boston
      • Chicago
      • Washington D.C.

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