Public bio:
- Former Investment Banking Vice President at Lazard, advising on M&A and strategic finance across the technology value chain spanning semiconductors, enterprise software, IT services, internet and digital media
- Former Head of Capital Markets at Blackstone portfolio company focused on financing strategy, M&A support, and balance sheet optimization
- Transaction experience includes clients, issuers and investors such as Western Digital, SanDisk, AT&T, Snap, Apollo, Elliott, and Blackstone.
- Background includes investment banking and operating experience across M&A, corporate development, investor relations, and corporate FP&A.
Public bio:
- He currently leads the investments in digital health and B2B software
- He spent ~5 years in the FX options trading and had worked on the credit correlation desk
- Specialties: healthcare, digital health, venture capital, startup financing
- Bachelor of Arts, Mathematics and Economics and an MBA
Public bio:
Experienced Commercial Real Estate and Investment Professional with a strong background in underwriting, acquisitions, market research, due diligence, capital structures, and financial modeling. Proven ability to evaluate and execute transactions across diverse asset classes while driving value through strategic analysis and business development. Holds an MBA in Real Estate and Finance from the University of Denver.Experienced Commercial Real Estate and Investment Professional with a strong background in underwriting, acquisitions, market research, due diligence, capital structures, and financial modeling. Proven ability to evaluate and execute transactions across diverse asset classes while driving value through strategic analysis and business development. Holds an MBA in Real Estate and Finance from the University of Denver.
Public bio:
- Former Investment Banking Associate at Citigroup in São Paulo with ~5 years of experience advising on M&A, strategic transactions, and capital markets deals across Latin America
- Started as an Investment Banking Analyst and promoted to Associate, developing strong expertise in financial modeling, valuation, and transaction execution
- Experience working on complex corporate finance transactions and supporting senior executives in high-stakes strategic decisions
- Graduate in Business Administration from Fundação Getulio Vargas (FGV-EAESP), one of the leading business schools in Latin America
- International academic experience at IE Business School in Madrid
- Experience preparing candidates for Investment Banking recruiting, including technical interviews, resume reviews, networking strategy, and mock interviews
- Mentor to female students pursuing careers in finance; provide guidance on recruiting strategy, financial modeling fundamentals, CV reviews, and interview preparation
- Passionate about helping ambitious students break into competitive finance roles and navigate early career decisions
- Known for giving practical, honest feedback and helping candidates build both technical confidence and interview readiness
- Fluent in Portuguese and English
Public bio:
Senior trader on prestigious asset manager’s Global Equity Trading desk with diverse experience trading multiple asset classes, including foreign exchange (FX), securities finance, equities, and convertible bonds, for institutional and retail funds. Reputation as an effective collaborator with multiple global teams to improve management of the daily process of trading securities, communicating with research analysts and portfolio managers. Recognized for managing as well as developing relationships with counterparties.
Public bio:
I began my career in Medicine before moving into strategy consulting at McKinsey, where I focused on healthcare and life sciences. I then joined the investment team at CVC Capital Partners, Europe’s largest private equity fund, working across Europe and the Americas to evaluate opportunities and partner with management teams on value creation. Most recently, I have been at Cencora, a top-10 Fortune 500 healthcare company, where I focus on corporate strategy and M&A from an operator’s perspective.
Breaking into finance and the private sector from a science or healthcare background is challenging, and I’ve navigated that journey myself. I mentor people from similar backgrounds who want to explore careers in consulting, finance, or corporate roles, offering practical guidance on positioning their profile, building relevant skills, and succeeding in recruitment.
Public bio:
I am a London-based professional with experience spanning management consulting and venture capital / growth equity, as well as an academic background as the Program Leader for the Private Equity (online) Program at Columbia University. This blend of industry and teaching experience allows me to provide both practical, real-world insights and a structured, academic perspective on the worlds of consulting and investing.
My background includes strategic advisory roles with leading consulting firms and hands-on investment work across growth-stage companies. I’ve built expertise in deal sourcing, due diligence, market analysis, and portfolio value creation, while also sharing these frameworks with students and professionals through teaching and mentoring.
As a mentor, I can support aspiring professionals:
- Navigate career transitions into consulting or venture/growth equity.
- Sharpen application skills (CVs, interviews, case prep).
- Demystify the investment process with insights from both practice and teaching.
- Build sector expertise in areas like SaaS, Fintech
Public bio:
- Chief Operating Officer - Commodities at a large multi-strategy hedge fund
- Previous Executive Director at Goldman Sachs - leading a sales team covering institutional investors in commodity derivatives
- Graduated with a BCOM in Finance & Economics, CFA Charterholder
- Fluency in English, Chinese, Cantonese
Public bio:
- Currently working as a Corporate Strategy Advisor
- In charge of acquisition deals and also supervising profitability of the 3B dollar professional services business
- Previous experience in DellEMC accounting department
- International experience from the EU and the USA. He went through the whole immigration process for the USA
- Bachelor's degree in Business Economics and Master's in Financial Analysis
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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