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 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.
    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 2020
    Private Equity
    • Investment Banking
    • Private Equity
    • 1st year Director at middle-market private equity focused on industrial / infrastructure end-markets
    • Began career at lower middle-market investment bank before lateraling to bulge bracket (3 years of investment banking experience)
    • Attended top-15 US university (non-target), switched from pre-med to finance late in Sophomore year with below average GPA
    • Extensive experience guiding other non-target students through recruiting process, including best-practices around building / maintaining a network from scratch, finding summer internships, positioning for full-time recruiting, lateral investment bank recruiting and off-cycle private equity recruiting
    • New York City
    • 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 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 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 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
    Investment Banking
    • M&A Investment Banking Associate
    • Graduated from the United States Naval Academy
    • MBA / MS
    • 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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