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

New Mentor!
Member since 2025
Hedge Fund
  • Investment Banking
  • Private Equity

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. 

  • San Francisco
  • San Francisco
New Mentor!
Member since 2025
Investment Banking
  • Private Equity
  • 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 :)
  • New York City
  • New York City
New Mentor!
Member since 2020
Real Estate
  • Investment Banking
  • Consulting
  • Real Estate

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.

  • Los Angeles
    • San Francisco
  • Los Angeles
    • San Francisco
New Mentor!
Member since 2026
Corporate Strategy
  • Investment Banking

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.

  • London
    • Hong Kong
  • London
    • Hong Kong
New Mentor!
Member since 2025
Investment Advisor
  • Asset Management
  • 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
  • Hong Kong
    • New York City
  • Hong Kong
    • New York City
New Mentor!
Member since 2025
Venture Capital
  • Investment Banking
  • Legal
  • 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
  • Toronto
    • London
    • New York City
  • Toronto
    • London
    • New York City
New Mentor!
Member since 2026
Investment Banking
  • Investment Banking
  • Asset Management

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.

  • Metropolitan City of Milan
  • Metropolitan City of Milan
New Mentor!
Member since 2026
Investment Banking
  • Investment Banking
  • 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
  • Hong Kong
    • Sydney
  • Hong Kong
    • Sydney
New Mentor!
Member since 2025
Asset Management
  • Asset Management

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.

  • Hong Kong
New Mentor!
Member since 2025
Investment Banking

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.

  • London
    • New York City
  • London
    • New York City

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