Public bio:
- Entry-level associate for BCG in the NYC office (joined as an experienced hire one year out of school from another consulting firm in NYC)
- Completed BA / MS from target public school on the east coast
- Has completed over 100 case interviews
Public bio:
- A seasoned investment banking professional with a dynamic skill set spanning across investment banking, corporate strategy, and corporate development, acquired at global bulge bracket investment banks and top-tier ASX-listed corporations
- My experience lies in advising clients at the intersection of technology, telecom, infrastructure, and industrials - across ASX-listed entities and private equity-owned firms
- I'm a qualified Chartered Accountant and also hold a Bachelor of Commerce degree
- Specialties: Mergers & Acquisitions Advisory, Leveraged & Structured Finance, ECM, Corporate Strategy & Corporate Development
Public bio:
VP with 9+ years across investment banking and principal investing, spanning HSBC, Rothschild & Co, BDT & MSD Partners, and now Chiron Sports Group.
At Rothschild, I rose from Analyst to Vice President in the Consumer, Retail & Leisure M&A team, leading execution on public and private transactions across the UK and Europe, including multi-billion-pound cross-border deals.
I later transitioned into merchant banking at BDT & MSD Partners, working on direct investments and advisory mandates for family- and founder-led businesses. I now focus on sports, media and consumer investments as a VP at Chiron Sports Group, where I lead transaction workstreams and drive proprietary deal flow across family offices and athlete-investors.
Public bio:
Equity research analyst with over 25 years of experience in financial markets. Conducted thorough analysis, focusing on financial performances, credit ratios analysis, company valuation, market trends, and ESG criteria. Regular interaction with senior management of covered companies (CEOs, CFOs), colleagues across departments (credit analysts, bankers), as well as rating agencies and asset managers (both hedge funds and long only investors based in Europe and in the US).
Recognized for sharp analytical skills, and excellent communication and interpersonal skills, with a proven ability to turn complex market data into actionable investment insights. Involved in numerous financial transactions andIPOs
Public bio:
- Investment professional with experience in private credit, distressed and special situations investing in Asia
- Currently at IFC; previously with an opportunistic fund in Singapore and Credit Suisse HK, with early career experience at Moody’s in New York before returning to Asia in 2021
- CFA and CAIA Charterholder
- English and Mandarin speaker; passionate adopter of AI tools in professional workflows
- Non-business school background, with a BS degree in economics & statistics and MS in biostatistics
Interested in mentoring early-career professionals on career navigation, market entry, networking, deal acumen, and long-term skill development in finance
Public bio:
Experienced financial markets professional with 25+ years in equity derivatives and convertible bonds. I’ve built desks, opened new client franchises, and led high-performing teams across Europe and Asia.
Over the course of my career, I have successfully led teams, expanded revenue lines, and delivered consistent business growth across products including convertible bonds, equity warrants, delta-one products, and OTC options.
I’m now exploring new opportunities — including consulting, advisory, and non-equity derivative roles — while remaining open to senior sales and trading positions where I can continue to drive revenue, develop client relationships, and deliver commercial impact.
Known for combining deep product knowledge with a proactive, collaborative approach — driving business growth and creating value in competitive markets.Experienced financial markets professional with 25+ years in equity derivatives and convertible bonds. I’ve built desks, opened new client franchises, and led high-performing teams across Europe and Asia. Over the course of my career, I have successfully led teams, expanded revenue lines, and delivered consistent business growth across products including convertible bonds, equity warrants, delta-one products, and OTC options. I’m now exploring new opportunities — including consulting, advisory, and non-equity derivative roles — while remaining open to senior sales and trading positions where I can continue to drive revenue, develop client relationships, and deliver commercial impact. Known for combining deep product knowledge with a proactive, collaborative approach — driving business growth and creating value in competitive markets.
Public bio:
I am a Mergers & Acquisitions Associate at Nomura, where I was promoted in July 2024 after joining the firm as an Analyst in May 2022 . My career in finance is built on a Master in Finance from EDHEC Business School and foundational experience gained through internships at leading global banks, including Citi, UBS, and Société Générale.
Public bio:
🚀 2 x Startup Founder 🚀 | Veteran | UK & Austin | Entrepreneur | CISO | Advisor & Investor | Road Cyclist 🚴♂️ | Completed Linkedin (30,000+ Connections) | 🌎
A dynamic and entrepreneurial senior level product, technology and security leader, Craig is committed to creating pragmatic products and solutions that drive business outcomes.
An executive level thought leader in Security Product, Cyber Security and technology with a unique blend of security, product management and business leadership expertise, spanning many sectors and business areas. A refreshing and entrepreneurial individual with a flair for designing and implementing products and strategic level improvements combining technology, people and policy to achieve tangible results.
An enigmatic and inspirational leader in the field, he is often called upon to represent his views in industry leading publications and through high profile speaking engagements.
Frequently Asked Questions
Can’t find an answer? Please send an email to [email protected]
The WSO mentor service runs at a very slight profit (~5-10% net margin) in order to help motivate amazing professionals to provide great (free) advice in the forums (many mentors have green "mentor" buttons next to their usernames) which strengthens the entire WSO community. Luckily, there is a surprising number of elite professionals within the WSO community that love giving back to motivated candidates. We also recently automated the mentor matching with an algo that helps reduce the manual work needed on the backend should a requested mentor not be available. Prices range from as low as $57 up to $997 depending on the package you purchase and the mentor you select. Given the success of our service and the number of repeat clients we have, we know that we can afford to run on thin profit margins and serve thousands of applicants. We also know that many of you will follow the advice of our mentors and invest in additional courses and/or services from WSO.
After checking out, your request will immediately be sent to the mentor you selected. You will be expected to fill our some basic information (location, industry preference, etc) along with upload a Word version of your resume in order to help the mentor decide if they feel like they are a great match. As soon as they accept (usually within ~9-12 hours), an email will be sent making an introduction. Your mentor will introduce him/herself and then proceed to review your current resume and/or offer times when you can connect for a mentor session. Over the following days, you will schedule a time that is mutually convenient for you initial phone call to go over what you need help with (mock interview, career consultation and/or both). If you would like to continue with this mentor, you can schedule more hours anywhere from 1 hour to 3+ hours with him/her over the following weeks & months.
Typically the match happens within 12hrs. If your preferred mentor has not responded within 9 hours or they indicate they can't take you on as a mentor, we will notify other top mentors that have the most in common with the mentor you selected (based on our matching algo). These backup mentors will indicate to you if they are available and you have the choice to move forward with one of them, get a refund or wait longer for your preferred mentor. If for whatever reason we cannot match you in time and/or there are no mentors that are available that you'd like to work with, we will refund your purchase in full, no questions asked.
We have an incredible team of 1,000+ dedicated mentors across top firms all around the world. Our #1 goal is to make sure you are placed in the hands of the most competent and detail-oriented professional in your specific target industry. This coupled with our strict process ensures a smooth and thorough experience. Why do we use actual professionals? The answer is simple: they are the ones ACTUALLY SCREENING APPLICATIONS for their own firms! They know what it takes to make it out of the trash pile and into the interview pile. On top of this, since we have been doing mentor sessions for over a decade across THOUSANDS of clients, we are able to immediately identify a top mentor and feed them more clients to ensure happy customers like you (due to our strict screening process). Our team includes investment bankers at all the top bulge brackets and elite boutique banks as well as private equity, hedge fund and VC professionals at the most prestigious funds. We also have reviewers at the top management consulting firms in the world, elite prop trading firms, top corporate finance roles as well as other related finance careers.
Usually these are all self-limiting beliefs, but if you're unsure if we are a good match for you, please send us a quick email to [email protected] and we can send over some bios if we think there might be a potential good match for you.
Too Young / Too Inexperienced: We do NOT recommend our mentor service until you at least have at least some relevant WORK experience that we can leverage. For the young clients out there, this means an internship, ideally in your target or related industry. If you are still in high school, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is early freshman or early sophomore year as you prepare for summer internship recruiting. If you have no relevant experience then it probably doesn't make sense to sign up for the service. Our mentors are amazing, but they aren't magicians. If you tell us you really want to be in Investment Banking or Private Equity (for example) and everything in your background points to law or medicine, it's going to be an uphill battle. On the other hand, if you have unrelated experience but you have started the transition process by taking relevant classes and joining relevant clubs and associations, we'd love to work with you. You may not be the most competitive candidate, but we will highlight the most relevant education and functions at your current job that would translate well across industries.
Too Old / Too Experienced: We DO recommend our mentor service for more experienced professionals that are looking to make a transition or have an interview coming up. We have several very senior mentors that can answer the tough questions and make sure you are up to date on the latest trends in your target industry. However, before you move forward, we encourage you to give yourself an honest assessment. If you are looking to make the transition and have not made any steps outside of considering this mentor program, you probably aren't ready. If you've taken steps (education, new degrees, courses, etc) and feel like you're ready, we're on board and eager to help!
Yes, but if you have a negative attitude you are unlikely to have success. If you think a mentor session is an automatic referral, please don't bother to hire us.
Yes, our mentors often do refer our clients for open positions at their firms (over 20%), however, this should not be asked of our mentors to avoid a conflict of interest and it should not be expected as part of the service. It is up to you to impress the mentor if this is your goal, however, we believe you can gain much more out of the experience by being honest about your weaknesses and concerns with the mentor so there can be an open dialogue on how to improve your chances.
The only discounts are for larger packages and more hours purchased at once. This is an incredibly labor intensive 1-on-1 service using finance professionals that typically make well over $200/hr and are doing this primarily to give back.
This is a personal question and the answer is naturally subjective. If you are serious about landing a job in investment banking, private equity, hedge funds, trading, asset management, management consulting or any other competitive industry, it's more than likely that the answer to that question is a resounding "YES".
Career services advisers at your school are not screening applications for interviews...neither are your classmates. If you do happen to have a friend in the industry, are they going to take the hours necessary to give you a realistic mock interview? Odds are that their time is limited outside the office and if they do give you some guidance, it won't be as thorough as our expert mentors. If you look at the competitive nature of recruiting nowadays, why would leave your application up to chance when many of these jobs pay well over $100,000?
Join the 1,000+ candidates just like you who have already used the WSO Mentor Service
If you’re reading this, you’re here for a reason: because you want to be one of the very few who gets an an elite job and because you need help doing it. The choice really is yours. And your opportunity really is limited.
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