Public bio:
I'm starting my own long / short investment firm focused on investing in public software and AI. I worked in PE and IB for 7 years before that covering technology. I'm happy to mentor across public investing, PE and IB. Happy to get into the industry specific nuances and also resume review and interview prep. I would love to give back in a small way with my time as I've benefitted greatly from the WSO mentor program myself.
Public bio:
- Currently an investment banking associate at RBC Capital Markets
- Previously in investment banking and private equity at various middle market focused institutions
- Graduated with a BA in Economics in 2020 from a nontarget school
Happy to discuss:
- Breaking in from a nontarget
- PE vs. IB (and why I chose IB)
- Staying sane while a junior in IB/PE :)
Public bio:
Sean is a key member of the Strategy & Insights team at CBRE. In his current role, he works with CBRE's executive management team on establishing the company's growth strategy (including M&A, growth strategy, and business planning). Before CBRE, he worked for Carmel Partners, MMC Real Estate and Boston Consulting Group.In his previous roles. He led number of business initiatives, including business development, corporate finance, investments, and strategy.
In addition to his work at CBRE, he is also a principal in a multifamily owner operator with over $35M under management and a principal in several developments in Santa Cruz, CA. Projects include single-family subdivisions, mixed-use, industrial and medical office developments.
He began his career at Bank of America | Merrill Lynch working with number of business lines including Global Risk, Legal &Compliance, Consumer Product Strategy, Global Wealth & Investment Management, Global Banking & Markets, and the Global.
He received his MBA and Interdisciplinary Graduate Certificate in Real Estate from the Haas School of Business at the University of California, Berkeley. While a student at Haas, he was president of the Berkeley Real Estate Club, a recipient of the Jon Q. Reynolds Real Estate Entrepreneur Fellowship, Trione Entrepreneur Fellowship, and of the California Homebuilding Foundation Scholarship. He has held teaching assistant positions for courses in real estate development and accounting. He was also a team member for both the Kellogg Real Estate Venture Challenge hosted by Northwestern University, and the Real Estate Finance Challenge hosted by the University of Texas, Austin.
Public bio:
Senior Strategy & Commercial Operations Manager at a leading global payments company, with a background in investment banking, M&A, and corporate development. Experienced in driving strategic initiatives, commercial optimisation, and growth across complex, global organisations.
Previously an Investment Banking Associate at Moelis & Company and Analyst at Canaccord Genuity, specialising in FIG transactions. Led financial modelling, valuation, due diligence, and deal execution on high-value, cross-border transactions, working closely with senior executives and investors.
Earlier experience in corporate development at a high-growth fintech startup, focusing on capital raising, revenue operations and strategic growth initiatives, providing hands-on operating exposure in addition to advisory experience.
Holds a Masters in Finance from London Business School, combining rigorous financial training with practical, execution-focused leadership across strategy, transactions, and commercial operations.
Public bio:
- Current Founder at an AI FinTech startup
- Previously spent 3 years at BlackRock covering private equity secondaries, multi-alternatives, and fundamental equity analytics
- Previously interned in Algo Trading, Equity Research, and Consulting
- Graduated with a MS in Financial Mathematics and BS in Statistics
Public bio:
- Currently Partner at Exit North Ventures, an early stage fintech fund, and board director at Venture Ontario
- Founder and Co-CEO of SAVVYY Technologies, a mortgage technology platform that was sold to a Canadian FI in 2023
- Head of Capital Markets at Borrowell, Canada's first marketplace lender
- Led RBC's Canadian high yield bond origination from 2011-2015, drawing on earlier leveraged finance experience at Merrill Lynch and Citadel
- Leverage finance and securities lawyer at Cahill Gordon and Allen & Overy
Public bio:
I am a results-driven M&A professional with 10 years of experience and a track record of approximately 50 successfully executed transactions. I have developed strong expertise across both buy-side and sell-side advisory, with a particular focus on the consumer goods sector. I have established strong and long-standing professional relationships with leading private equity firms in Italy, developed through extensive collaboration across multiple transactions.
Public bio:
- Currently working in a family office based in Hong Kong
- Previously worked at Goldman Sachs as an Associate in the M&A team
- Conversational proficiency in Mandarin
Public bio:
I am an seasoned investment professional and business leader with over a decade of experience, delivering strong performance while driving business growth and building high-performing teams. My career has been built on a unique combination of deep investment expertise and a proven ability to lead, innovate, and execute in dynamic markets.
As a CFA® charterholder, I have managed seeding capital as well as multi-billion-dollar portfolios, while consistently generating alpha in a variety of investment universes and team setups. Beyond running money, I have successfully developed innovative product offerings and raised capital, especially in the wealth management space through partnerships with family offices and private banks.
I thrive on fostering collaboration and creating value for clients and stakeholders. From mentoring analysts to designing client-centric solutions, I am passionate about driving growth through both investment excellence and strategic leadership. Bilingual in English and Mandarin, I bring a global perspective to my work, with a strong track record of navigating cross-border markets and building relationships across cultures.
Public bio:
I have coached many people in their early careers like you trying to figure out what their goals are in the near-term and long-term in order to make sure they're taking the right steps. Recently I was a summer intern manager responsible for mentoring them and evaluating who received offers back. I can help:
- Figure out what you want to do / what the steps are
- Potentially move from back office to front office (having done so as well as seen a few successful cases myself)
- Help review your CV
- Break into finance (IB/PE) - knowing what resources are available, technical questions to prepare, deal walkthroughs / challenges
In terms of ages, I have worked wide range of people from high-school to early career professionals (4 years working) to give them a holistic perspective of what is out there, what might be interesting and the steps they can take.
A bit about me: I joined my firm (bulge bracket elite) in New York, working in the back office and managed to work my way into Investment Banking in London where I've been the past few years. I've had many friends / colleagues transition into PE and seen what works and what doesn't and am happy to talk through that.
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.
or Want to Sign up with your social account?