WSO ACADEMY - LAND THE ELITE ROLE

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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

New Mentor!
Member since 2020
Investment Banking
  • Sales and Trading
  • 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
  • New York City
  • New York City
New Mentor!
Member since 2020
Investment Banking
  • Equity Research
  • 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
  • Seoul
New Mentor!
Member since 2025
Other
  • Investment Banking
  • 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
  • London
New Mentor!
Member since 2025
Private Equity
  • Investment Banking
  • Private Equity
  • Hedge Fund
  • Corporate Strategy

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).

  • New York City
  • New York City
New Mentor!
Member since 2026
Investment Banking
  • Investment Banking
  • Real Estate

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

  • Toronto
New Mentor!
Member since 2025
Investment Banking
  • 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
  • Hong Kong
New Mentor!
Member since 2025
Management Consulting

MBA Ivy League (CBS)

Extensive experience leading international projects across Industrials and Energy

Experience in Finance, Strategy & Ops

  • Madrid
    • London
    • New York City
  • Madrid
    • London
    • New York City
New Mentor!
Member since 2020
Asset Management
  • 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
  • San Francisco
  • San Francisco
New Mentor!
Member since 2026
Investment Banking
  • Investment Banking
  • Asset Management
  • Private Equity
  • Venture Capital
  • Corporate Finance

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.

  • New York City
    • Beijing
    • New York City
  • New York City
    • Beijing
    • New York City
New Mentor!
Member since 2025
Other
  • Investment Banking
  • Consulting
  • Hedge Fund
  • Corporate Finance
  • Corporate Strategy
  • 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
  • New York City
  • New York City

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