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
8 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Currently a Principal at an established middle-market private equity firm with a generalist mandate, but a personal focus on consumer businesses
  • Previously worked at a BB bank in its Industrials Banking group
  • Prior internships in public policy, sales and trading
  • Graduated from college early to work at a startup in the fashion industry prior to banking; still interested in and involved with startups/entrepreneurship
  • BSc. in Economics, concentrations in Finance, Marketing, and Management from a target school
  • New York City
  • New York City
Excellent
5
8 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Currently a Vice President at a Family Office focused on Private Equity
  • Worked for two years as a Private Equity Associate at a leading Middle Market Private Equity firm
  • Started his career as an Investment Banking Analyst in the M&A Advisory team and led recruiting efforts from his university; previously interned in Leveraged Finance as well as the Investment Banking Division
  • Holds a BBA in Finance
  • New York City
  • New York City
Excellent
5
8 Sessions
Member since 2019
Corporate Finance
  • Investment Banking
  • Corporate Finance
  • Experienced investment banking professional with several years of work experience, particularly focused on M&A and restructuring transactions across a variety of industries
  • Analyst-to-Associate promote with experience at both bulge bracket and elite boutique banks
  • Deeply involved in recruiting and training activities at prior firm, including the design and direction of financial training programs for all incoming junior IB employees and interns
  • Liberal arts degree from Ivy League university
  • New York City
  • New York City
Excellent
5
8 Sessions
Member since 2020
Venture Capital
  • Equity Research
  • He is currently involved in the biotechnology group
  • Previously, a resident physician and worked in the healthcare group in special situations and buy-side research
  • MD, Master of Bioethics and MBA
  • Bachelor of Science in Economics
  • New York City
  • New York City
Excellent
5
8 Sessions
Member since 2019
Sales & Trading
  • Sales and Trading
  • Hedge Fund
  • Trader with experience trading physical commodities and their derivatives from a supply, market-making and proprietary perspective
  • Masters in Engineering in 2010
  • Started out in operations and ultimately became lead trader at a tradehouse and then transitioned to hedge-fund world. Now trading family office money.
  • Expertise in agricultural and energy products
  • AMA link
  • New York City
  • New York City
Excellent
5
8 Sessions
Member since 2021
Corporate Development
  • Venture Capital
  • Corporate Development
  • Corporate Strategy
  • Quant
  • Corporate Development and Strategy Manager at the largest cybersecurity company in the world.
  • Experience in US based aerospace & defense/public sector strategic consulting
  • Experience in VC investing through corporate strategic investments and angel investing
  • Previously worked in corporate strategy at the world's largest aerospace company
  • Has a BS in engineering and an MBA from a top 20 program
  • Washington D.C.
  • Washington D.C.
Excellent
5
8 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Currently a Senior Associate/VP at a middle-market private equity firm focused on investing across various industries
  • Previously a private Equity Associate at a middle-market private equity firm focused on investing in middle-market businesses across various industries
  • Prior to joining his current firm, he spent 2 years as an investment banking analyst in the Global Industrials Group at Jefferies in New York City, advising clients on M&A transactions, as well as debt and equity offerings
  • Graduated with a BSBA in finance
  • New York City
  • New York City
Excellent
5
7 Sessions
Member since 2021
Corporate Finance
  • Investment Banking
  • Equity Research
  • Investment Advisor
  • Corporate Finance
  • Corporate Strategy
  • Accounting
  • Current Vice President in Valuation at Teknos Associates
  • Previous experience in Sell-Side Equity Research and operations at various financial services firms
  • Non-target university graduate
  • High-school truck driver
  • San Francisco
    • Boston
    • New York City
  • San Francisco
    • Boston
    • New York City
Excellent
5
7 Sessions
Member since 2020
Private Equity
  • Private Equity

* Currently with a middle market private equity firm investing in technology and healthcare businesses. 
* He has more than 10 years of private equity across multiple private equity funds – growth equity, growth buyout, and leveraged buyout
* Can speak to recruiting directly into private equity from undergrad, differences between growth equity vs. buyout funds, and lateral options within private equity
* Industries of focus include vertical software (SAAS), healthcare, pharma, and technology
* Target school, BSc in Economics

  • Miami
    • New York City
  • Miami
    • New York City
Excellent
5
7 Sessions
Member since 2021
Hedge Fund
  • Investment Banking
  • Hedge Fund
  • Can speak to career changes (from nontraditional route of classically trained musician breaking into finance and also can speak to back-office transition to front office/hedge fund role)
  • Interest in helping/mentoring students interested in a) sell-side credit research, desk analyst positions b) buy-side hedge fund generalist role (performing, high yield, stressed/distressed/restructurings)
  • Recent hedge fund Partner
  • Spent ~4.0 years at startup funds and can speak to a start-up environment if people are interested in joining that kind of setup. Previously was a senior analyst at a start-up buy-side hedge fund). Before this, was a sell-side analyst at Goldman Sachs, Credit Suisse, RBS, and Citigroup
  • Sector coverage: historically focused on retail/consumer and metals/mining, but have been a generalist looking at healthcare, industrials, gaming/lodging/leisure/restaurants, CMBS
  • Graduated with BA in economics. Masters in Music Performance. Spent one year at Juilliard School of Music for Piano Performance.
  • New York City
  • New York City

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