Public bio:
- TMT Investment Banking Associate at a global investment bank involved in the sell-side and buy-side M&A, as well as equity and debt private placements.
- He started his career in sales & trading prior to lateraling into TMT IB
- Graduated with a B.S. in Business Administration from non-target
Public bio:
- Experience in multiple capital market transactions including IPO, block transactions, and financing projects in various sectors including information technology, industrial manufacturing, and financial institutions
- Prior, he was global investment research for Goldman Sachs
Public bio:
- Current Co-Founder of PLAT4ORM 8, a health & wellness platform, and Executive Coach at Aesara Partners, working with corporate professionals and entrepreneurs.
- Extensive background in Credit Investments and alternative asset management, advising and executing on complex transactions for global firms.
- Former MD in Apollo Global Management’s High-Grade Capital Solutions team, specialising in the origination, structuring, and execution of bespoke investment-grade credit solutions.
- Spent nearly 11 years at Barclays in senior roles, including Director in Private Capital Markets (originating and executing debt and equity private placements across European markets) and U.S. Chief of Staff in the Office of the Group CEO.
- Featured speaker and thought leader on stress management, mindset, and sustainable high performance, with appearances on industry podcasts and professional institute webinars.
- Over a decade of experience in leadership, diversity & inclusion, and mentoring professionals at various career stages.
- Graduated with a BA in Economics and trained internationally in breathwork, coaching, and personal development methodologies.
- Brings a blend of strategic finance expertise and human performance coaching to help mentees develop both technical skills and a resilient, high-performance mindset
Public bio:
In between private equity roles and have some time / want to give back so doing informational calls for a nominal fee (lowest I can do on WSO).
Worked in Morgan Stanley investment banking as an analyst and General Atlantic as a Senior Associate.
Did by MBA at Wharton and undergrad at Chapel Hill studying CS and Business.
Have experience / also considered public investing and start up roles.
Industry specialty in healthcare (non-therapeutic).
Public bio:
Senior Investment Banking Executive and Real Estate Capital Markets Leader originating and executing $30B+ in completed transactions across M&A, IPOs, privatizations, restructurings, and equity and debt financings in Canada and the U.S. Recognized for building high-performing multi-person transaction execution teams, capturing industry market share in competitive environments, and advising on landmark strategic transactions. Deep client relationships with senior management teams and Boards, institutional investors, private equity, pension funds, family offices, lifecos, and high-net-worth investors
Public bio:
- 13+ years of experience in investment banking, M&As, leveraged acquisition finance, IPOs, growth capital transactions in the APAC market
- A focus on tech M&As, growth capital and direct investments APAC and globally
- Founded an algo+ trading platform and subsequently sold the business
- Strong understanding of breaking in / returning to sellside job markets in APAC
- Fantasy basketball manager for a decade and counting
- F&B investor and shisha lover
Public bio:
MBA Ivy League (CBS)
Extensive experience leading international projects across Industrials and Energy
Experience in Finance, Strategy & Ops
Public bio:
- Energy investment analyst with a background in reservoir engineering and strategic planning.
- Skilled in field development planning, financial modeling, and working with interdisciplinary teams to assess opportunities.
- BS Engineering and an MBA
Public bio:
Henry (Haozhe) Zhao, Investment Banking Senior Associate of the Investment Banking Division at Craft Capital Management. He has a proven track record of executing over $120 million in aggregate transaction value across a wide range of equity capital markets products, including IPOs, follow-on offerings, registered direct offerings, CMPOs, PIPEs, and at-the-market (ATM) programs. He is actively involved in full-cycle transaction execution, working closely with senior management teams on valuation, investor positioning, and capital structure decisions, particularly in complex and liquidity-constrained market environments.
Henry is the Alumni Interviewer of the University of Pennsylvania Admission Committee. He was the Founder and CEO of WeGiG Technology Co., Ltd. He was listed in “Asia-Pacific Leaders Under 30 in 2024”; “Hurun North America U30 2024”; "Forbes China 100 Most Influential Chinese Selection"; "AACYF Top 10" List in 2023, and "AACYF Top 30 under 30" List in 2020. He was selected as the 2020 Asia-Pacific Economic Cooperation (APEC) Voice of Future Innovator. He was awarded No.57 on the "2020 Fast Company MCP100 CHINA" List. He is the vice president of the Asia Pacific Entrepreneurs Association in the New York Committee. He is one of the members of the G20 Young Entrepreneurs' Alliance (YEA) Talent Development Program. He was the candidate for "Super Brain" Season Eighth from Jiangsu Satellite Television (JSTV). He is an active member of Mensa International.
Henry received his master's degree as Master of Behavioral and Decision Sciences from the University of Pennsylvania, specializing in the experimental research of behavioral finance. He also achieved the certification of the FinTech Specialization Program from The Wharton School. As the founder and president, Henry founded Penn Quakers Venture Club (https://pennclubs.com/club/penn-quakers-venture-c…) and registered it as one of the official student clubs at Penn in 2021. He was the Vice President of the Chinese Students and Scholars Association at Penn.
Henry received his bachelor's degree from The Ohio State University Fisher College of Business. He took an exchange program at Alliance Manchester Business School during his undergraduate. During the postgraduate period, Henry used to work as a strategic planning consultant at Huawei Technologies Co., Ltd. He was a venture capital investment associate at Country Garden Venture Capital.
Public bio:
- GTM finance at $40b technology company
- SVP at top ranked turnaround and restructuring consulting firm, leading distressed credit research, corporate strategy, business development
- Senior Analyst / Partner at family office of multi-billion hedge fund founder focused on TMT and industrials public equity and credit
- Analyst at long-biased industrials hedge fund (Tiger Cub-trained PM)
- Analyst at activist hedge fund / family office
- Investment banking analyst at Global Bank - M&A group focused on metals & mining, industrial technology, renewables
- Top NESCAC College
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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