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 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
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 2021
Corporate Development
  • Venture Capital
  • Corporate Development
  • Corporate Strategy
  • 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
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 2020
Asset Management
  • Private Equity
  • Equity Research
  • Currently worked as an investment analyst at NYC's largest asset manager by AUM with several years of investment experience on both the buy-side and sell-side
  • Invests in healthcare (public equity) across/with a variety of strategies, including long-only, long-short, generalist, value, growth, and healthcare only funds
  • Previously spent 3 years in private equity as a research analyst on the research diligence and transactions team at a healthcare-specialized alternative lending/royalty fund, as well as on the sell-side in equity research covering healthcare stocks for a boutique investment bank
  • Has worked in the Yale Admissions Office as well as with headhunters sourcing candidates, and has thus screened and reviewed many resumes of students, recent graduates, and young professionals who want to work in both private and public equity, as well as sell-side (equity research, sales/trading, investment banking, etc.)
  • 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 2020
Sales & Trading
  • Investment Banking
  • Private Equity
  • Corporate Development
  • Currently Founder & Managing Partner of a cryptocurrency sector-focused financial services firm.
  • Previously spent 3 years as an Associate at a private equity fund focused on healthcare services sector. Responsibilities included evaluating, structuring and monitoring leveraged buy-out transactions.
  • Prior, spent 3 years at BMO Capital Markets as an Investment Banking analyst within Industrials Coverage. Worked across a range of M&A advisory and IPO offering assignments.
  • He led the university analyst recruiting and mentoring initiatives
  • Graduated with BA in Economics. During college, was captain of the men's tennis team.
  • New York City
    • Chicago
  • New York City
    • Chicago
Excellent
5
8 Sessions
Member since 2022
Private Equity
  • Investment Banking
  • Private Equity

Background 

  • Current Principal at a top-decile performance mid-market PE fund focused on majority buyout and minority growth equity investing in B2B software
  • Previously Senior Associate at Accel-KKR a top-decile performance mid-market PE fund also focused on majority buyout / minority growth equity investing in B2B software companies
  • Prior to buy-side was an Investment Banking Analyst at Credit Suisse working on M&A transactions across a number of industries
  • Based in London (UK) having worked for both European and US firms

Value-add 

  • Across all companies I've worked for, I've been deeply involved in all facets of recruitment from interns through to senior associates - led campus recruitment, CV screening, personal fit interviews, technical interviews, and case study assessments. I can leverage these perspectives with resume review, interview prep, mock interviews, etc. to help you eliminate the typical candidate pitfalls and put your best foot forward
  • I've been consistently top-ranked every year throughout my career both within investment banking and private equity. I can share my strategies for success and provide mentorship across all experience levels (from intern through to VP)
  • Having worked at several firms and with peers at other firms, I am happy to share my experience in thinking through ideal fund profiles, firm culture, work-life-balance expectations, etc.  
  • Happy to share experiences with working on both sides of the Atlantic (US and UK)
  • London
    • London
  • London
    • London
Excellent
5
7 Sessions
Member since 2022
Private Equity
  • Private Equity

NONONONONONONONONO

  • London
    • Milan
  • London
    • Milan
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

Frequently Asked Questions

Can’t find an answer? Please send an email to [email protected]

person
person

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.