Public bio:
I am an Executive Director-level risk and AI transformation leader within a leading Swiss bank, with over a decade of experience delivering complex regulatory and strategic initiatives across the financial sector. With an academic foundation in computer science and mathematics and a specialisation in AI, I specialise in bridging advanced analytics and practical risk management, leading large, cross-functional teams to implement AI-driven solutions in highly regulated environments. As the Group Risk Applied AI Solution Architect, I define and execute the strategy for integrating artificial intelligence into risk frameworks, focusing on governance, model risk, and scalable deployment. My expertise spans regulatory program delivery, enterprise risk transformation, and the operationalisation of emerging technologies, with a strong emphasis on ensuring robustness, auditability, and alignment with evolving supervisory expectations. I combine technical depth with executive-level leadership to translate AI capabilities into measurable business and risk outcomes.
Public bio:
Daniel Sanchez, Head of Alternative Investments and member of the
Investment Committee, plays a key role in the creation,
implementation, and monitoring of the group's alternative investment
strategy. This strategy encompasses several areas, including Private
Equity, Venture Capital, Real Estate, Private Debt, Infrastructure,
Secondaries, Co-investments, Direct Deals, and Hedge Funds.
Daniel contributed to AFORE Coppel, where he played a crucial role
in launching the group's global alternative investment strategy. His
experience in the financial sector also includes a period in banking at
Citi, totaling 10 years of international experience.
Daniel holds a degree in Management from HES SO in Lausanne.
His dedication and knowledge in the field of alternative investments
are key assets for the team.
Public bio:
- 8+ years experience at SBI Capital Markets, investment banking arm of State Bank of India, the largest bank of India
- Has extensive experience across sectors and products (M&A, Debt Syndication, Advisory, Capital Markets etc.)
- MBA
Public bio:
Senior Associate @ PwC Advisory | Big 4 Strategy & Operations
Public bio:
Private equity investor and fund manager with over a decade of experience spanning control investments, portfolio governance and turnaround execution.
Founding Partner of an FCA-regulated investment firm responsible for capital allocation, regulatory oversight and investor relations.
Experienced in transaction structuring, board-level governance and exit strategy.
- Deployed across 23 equity investments, delivering 10 realised exits and 5.6x gross portfolio multiple (TVPI). 2 write-offs
- 9 exit transactions across technology and regulated sectors.
- Non-Executive Director & Board Member to various UK-based companies.
- Executed operational turnaround of a e-commerce/technology portfolio company
Public bio:
Driven Senior Product Manager and Founder with over 7 years of experience in leading payment services, fintech innovations, and EdTech startups. Expertise in strategic development for Pix, operational structures, and generating significant revenue, with a proven track record of generating R$10M in three months at XP Inc. Successfully launched a national instant payment service and Brazil Open Banking, significantly increasing revenue and reducing operational failures. Founded Rota do Ensino, a B2B/B2C EdTech marketplace connecting families with schools, built end-to-end from product vision to technical execution. Committed to leveraging skills in fintech, open banking, and product-led growth to drive impactful solutions.
Public bio:
Nine years in tech investment banking — on Wall Street and across deals most people only read about in the news. Now, channeling that experience into something I actually care about: helping people figure out where they're going and how to get there.
I know what hiring managers at top firms look for, what MBA programs actually value, and what a career transition really feels like from the inside. No fluff, just honest guidance.
Public bio:
I'm a Senior Strategy & Growth Executive and Head of Business Development with 15+ years of experience leading strategy, innovation, market expansion, and revenue acceleration across organizations such as Accenture, Cruzeiro do Sul, Catho, and Minderest. I combine strategic vision with high-performance execution and deep expertise in B2B growth, partnerships, GTM strategy, venture building, and digital transformation.
Public bio:
Quantitative researcher and applied data scientist with a background in Actuarial Science and experience spanning
fixed income modeling, market stress analytics, credit risk, and optimization. Built research and production-grade
models across capital markets and consumer finance, with work covering spread adjustment, correlation modeling,
client segmentation, risk metrics, and experimental optimization. Strong in translating noisy real-world financial
problems into structured analytical frameworks for pricing, risk, and decision support.
Public bio:
Over the past ten years, I've built and led offshore investment operations from scratch, twice, at two different wealth management firms, growing from analyst to partner along the way. At We Capital, I joined as the firm's first dedicated offshore professional and developed the entire area from the ground up: manager selection across liquid and illiquid strategies, contributing to portfolio construction and strategic asset allocation, proprietary vehicle management, and all operational infrastructure (fund administrators, custodians, legal counsel, RTAs). By the time I left, I was Partner and PM of the firm's proprietary offshore vehicles. At ASA Investments, I replicated that build for Alberto Safra's global investment firm — setting up Cayman structures, coordinating across all service providers, and providing offshore investment expertise for Wealth Management clients. What drives me today is the intersection of deep investment expertise and technology. I believe the future of wealth management is being written right now, and I want to be part of building it.
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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