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
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
10 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Currently an energy transition and decarbonization investor with Morgan Stanley Energy Partners, focusing on the buyout and build-up of strategically attractive energy businesses at various stages of their business life cycle and working closely with portfolio companies to scale and deploy strategically. 
  • Previously an investor with GIC (Singapore's sovereign wealth fund) investing flexible capital in core infrastructure assets (utilities, telecom, transport, etc.). Prior to that, I worked in investment banking in the oil & gas sector (primarily upstream & OFS M&A) at Moelis & Company
  • I can help you:
    • Identify your desired career and the professional path to take 
    • Identify goals, strengths, and weaknesses and work towards strengthening your skills in those areas
    • Review of your resume, cover letters, or other networking-related communications  
    • Preparing for behavioral & technical interviews, including finance & accounting questions, real energy & infrastructure case studies of varying difficulties, fit questions, and "your story" 
    • Apply for top business schools by helping review your application and write thoughtful & pointed essays  
    • Strategize and be a sounding board as you think through your career development! 
  • San Francisco
    • Houston
    • New York City
  • San Francisco
    • Houston
    • New York City
Excellent
5
10 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Studied at Oxford, Economics and Management where I graduated with a First Class Honours degree
  • Worked at an elite boutique
  • Then, worked with a Mid Market Pan European Private Equity fund and a lower Mid Market US Private Equity fund
  • A current investment professional at a private equity firm focused on lower middle-market companies
  • San Francisco
    • London
  • San Francisco
    • London
Excellent
5
10 Sessions
Member since 2019
Venture Capital
  • Currently serve as the investment director for an active family office. Manage an active portfolio of 100+ investments while deploying capital into 10+ new deals per year. 
  • Previously, a Principal with an early-stage venture capital firm where my primary focus was on the cybersecurity industry.
  • Prior to VC, spent 5+ years working at venture-backed startups in operations and marketing roles.
  • Graduated from Georgetown McDonough School of Business with an MBA.
  • Washington D.C.
    • Boston
  • Washington D.C.
    • Boston
Excellent
5
10 Sessions
Member since 2022
Investment Banking
  • Investment Banking
  • Private Equity
  • Accounting
  • Senior Director in Industry coverage
  • Experience executing M&A and Capital Markets transactions for a broad range of clients including global strategic players and private equity investors.
  • M&A experience with deals ranging from $200mm to >$5bn+ EV
  • Former staffer, current Chief Development Officer, Senior Chair for RBC junior banker advisory board, recruiting lead for select target schools.
  • Previous coverage and M&A roles at RBC, Houlihan Lokey, Nomura Securites, Macquarie Capital, Goode Partners, Access Industries, Fortress Investment Group and PwC
  • Experience at bulge bracket and middle market firms
  • MBA from University of Michigan
  • CPA, Series 63 and 79 Holder
  • New York City
    • New York City
  • New York City
    • New York City
Excellent
5
10 Sessions
Member since 2024
Sales & Trading

5 Years of experience in Sales & Trading at Goldman Sachs.
- 3 years in London In FX Derivatives.
- 2 years in NYC In the X-Asset Macro/FX (FX, Rates, Macro Credit).
- Summer Analyst.

-> Consistently ranked top of my cohort, ranked top 4 FX/Macro content creator in the Americas, Ranked in the top 10 content creators across all Analysts/Associates globally.

-> Experience interviewing for Full-Time, Summer Analyst and Spring Intern Positions. 

-> Experience mentoring & helping summer analysts receive return offers over the 10-week programme.

Education: 
- BSc in Economics at the London School of Economics (LSE).
- MSc in Finance, Investing & Wealth Management at Imperial College London.

Areas of Focus: 
- Macro Derivative Sales, Strategy, Structuring & Solutions.
- Asset Classes/Product Specialities: Macro Credit/Fundamental Credit, FX Derivatives and Interest Rate Products.

I specialise in Derivative Strategies & Solutions (Alpha generating/portfolio overlay), Quantitative Investment Strategies (QIS/STS), and Institutional Client Coverage. 
 

Fluent in English/ Conversational in French 

  • London
    • London
    • New York City
  • London
    • London
    • New York City
Excellent
5
10 Sessions
Member since 2019
Corporate Finance
  • Investment Banking
  • Equity Research
  • Currently, a Senior Manager at ServiceNow focusing on managing the budgeting and forecasting process and development and implementation of reporting standards and metrics to measure the effectiveness of marketing activities
  • Previously, worked for 3.5 years as an Investment Banking Associate at Morgan Stanley focusing on the Technology Sector across a wide range of live transactions (Sell-side M&A, IPOs, Debt Financing)
  • MBA Graduate from NYU Stern School of Business (Stern Scholar and Dean's List). Worked as a Career Mentor in the Stern Office of Career Development for students interested in Investment Banking
  • Previously spent 3.5 years at Goldman Sachs in Equity Research covering European Large-cap Industrial companies. Mentored junior analysts and interns in the Industrials team and was selected for mentoring Intern class of 2016
  • Graduated from Indian Institute of Management in 2014 with a major in Finance (Top 5% of the class). Was the Co-President of the Finance Club during school
  • CFA Charterholder, Fluent in English and Hindi
  • San Francisco
    • Mumbai
    • New York City
  • San Francisco
    • Mumbai
    • New York City
Excellent
5
10 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Currently, an Associate at a private markets investment specialist
  • Analyst at a BB in the Financial Institutions Group
  • Graduated with a Bachelor of Science in Business Administration
  • Boston
Excellent
5
10 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Currently a Vice President at a Private Investment Firm ($20+ billion AUM across private, public and opportunistic credit strategies) focused on investment opportunities in the food, agriculture and energy/infrastructure sectors. Responsible for all stages of deal lifecycle including origination, underwriting, due diligence and portfolio management.
  • Previously worked for over two years as a Private Equity Associate at a NYC-based, middle-market private equity firm
  • Began career as an Investment Banking Analyst in the Technology, Media & Telecommunications (TMT) group of a bulge-bracket bank in NYC; ranked as a top-bucket analyst
  • Non-target background
  • New York City
  • New York City
Excellent
5
10 Sessions
Member since 2021
Private Equity
  • Investment Banking
  • Private Equity
  • Current private equity vp at a megafund focused on structured debt and equity investments across a variety of industries
  • Previously worked at a middle-market private equity fund focused on leveraged buyouts and distressed debt investing
  • Started my career in investment banking focused on mergers and acquisitions where I advised Fortune 500 companies in the technology and consumer sectors
  • Los Angeles
    • San Francisco
  • Los Angeles
    • San Francisco

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