Public bio:
I advise, structure and execute complex real estate and credit transactions for institutional investors, PE firms, and family office. I'm open to opportunities to bring this expertise to the right platform.
Over 15 years, I've operated across the full real estate value chain: structuring $40B+ in transactions across Wells Fargo Securities, managing $15B in distressed credit and securitization at Lone Star Funds, executing $1B+ in ground-up multifamily development at Trammell Crow Company, and overseeing capital strategy for a $70M affordable housing platform at Trust Neighborhoods.
Through Meridian Advisory and Training the Street, I currently provide transaction structuring, strategic finance, and advanced financial modeling instruction to institutional clients, public-sector entities, and over 300 finance professionals annually from leading investment banks and PE firms. Recent engagements include cross-border industrial development structuring, capital architecture design for real estate platforms, and transaction advisory for complex capitalizations.
What differentiates my approach: I've structured deals from the sell-side, invested in them from the buy-side, operated the underlying assets, and taught the technical frameworks to institutional analysts. This cross-stack perspective allows me to identify risks and opportunities at critical inflection points, where capital structure decisions materially shape long-term outcomes and traditional underwriting provides limited guidance.
I'm particularly effective on:
- Complex securitizations and structured credit
- Transactions requiring creative financing structures
- Distressed and opportunistic situations
- Cross-border or emerging market deals
- Joint ventures and multi-stakeholder capitalizations
Currently completing an MPA at London School of Economics (2027), building on graduate work at Stanford GSB (MSM 2020) and UNC Kenan-Flagler (BSBA 2011).
Open to opportunities: While I value the flexibility of advisory work, I'm actively exploring institutional platforms, whether in securitized credit, transaction advisory, or investment roles, where cross-stack expertise, sound judgment during uncertainty, and strategic thinking are valued.
Public bio:
Erika brings a unique combination of strategic, analytical, and creative experience across multiple industries. She is an independent consultant for a broad range of startups and private equity portfolio companies.
Erika is a former management consultant at Bain & Company, where she worked with Fortune 500 companies on mergers and acquisitions, operating models, and growth strategies. She also launched a digital sampling product at Condé Nast for Vogue, GQ, and Allure media brands. Additionally, she worked on the early-stage build of a professional sports league, League One Volleyball, with a mission to empower young girls through sport.
Erika is a graduate of Ivey Business School and Cass Business School.
Public bio:
Serge has worked with sovereign wealth funds in the Middle East and Canada.
In the Middle East, Serge was latterly the founding CEO of QADIC, a US$2bn global investment platform jointly funded by Qatar Investment Authority and Mubadala; Chief Investment Officer for Mumtalakat (Bahrain) and had been appointed to senior roles at the Abu Dhabi Investment Authority (ADIA) and the Abu Dhabi Investment Council (ADIC) establishing the co-investment and direct investment business units respectively.
Before relocating to the Gulf in 2004, Serge had been based in Asia since 1996 establishing the initial private equity operations of the Caisse de Dépot et Placement du Québec (CDPQ).
Serge’s early career encompassed working in Montreal for CDPQ as well as other leading Canadian financial institutions, focused on direct investment, mergers and acquisitions advisory and corporate finance.
Public bio:
I have a great deal of financial engineering, actuarial science, and quantitative data analysis experience in the financial and insurance industries.
Public bio:
CFA Charterholder and CMT (All Levels) with 10+ years spanning sovereign advisory, institutional equity research, portfolio allocation, IPO pricing strategy, and risk governance. Proven record of generating alpha, protecting capital from structurally weak investments, and influencing capital deployment decisions at institutional and government levels across TASI, GCC, EGX, and NASDAQ markets.
Public bio:
CFA charter holder with 20+ years of finance experience including equity research, corporate finance, corporate venture capital, financial modeling instruction. Undergrad degree in Electrical Engineering with coding experience.
Public bio:
Senior Manager at Alvarez and Marsal (A&M) Southeast Asia and Australia. A&M is a leading global professional services firm specialising in Corporate Performance Improvement, PE Services (CDDs, ODDs, FDDs and post-deal value creation) and Restructuring & Turnarounds. As part of the PI team, I provide EBITDA improvement, asset efficiency improvement & interim management support to Industry & Private Equity clients. In addition for PE clients, I support other areas in investment lifecycle, including due diligence acquisition support (buy side DD, carve-out planning & merger integration) and exit support.
Public bio:
Driven Portfolio Management professional with over three years of experience at Union Bancaire Privée, specializing in wealth management and complex portfolio strategies. I have transitioned from a supportive role to high independence, mastering tactical allocation, FX coverage, and derivatives trading. Currently, I play a central role in managing two Swiss equity strategies, backing investment decisions with structured, independent research. My technical foundation, built at Deutsche Börse Group and in boutique consulting, enables me to leverage analytical rigor and large-scale data analysis for precise portfolio construction. I combine the technical discipline of a researcher with the client-facing sensitivity required for international mandates.
Public bio:
Terrance Curry is a finance professional specializing in private credit and asset-based lending. He currently works in an originations role at MidCap Financial, where he focuses on developing sponsor relationships and structuring flexible capital solutions across cash flow and asset-based facilities.
Prior to MidCap, Mr. Curry worked at BNP Paribas in corporate banking coverage, supporting large-cap industrial clients on financing and capital markets transactions, and began his career at Citi in its Sales & Trading program.
He holds an MBA from the University of Chicago Booth School of Business and a bachelor’s degree in Economics from New York University.
Public bio:
Jalel Bouraoui is a CFA Charterholder and CPA (US & Canada) with over 13 years of experience advising financial institutions on M&A, valuation, and strategic transactions across firms such as Banque CCF (ex. HSBC), and Deloitte. He combines strong technical expertise with hands-on deal experience, having led complex projects for senior executives and shareholders. Passionate about developing others, Jalel mentors finance professionals to strengthen their analytical skills, navigate complex environments, and grow into leadership roles through a practical, insight-driven coaching approach
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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