WSO ACADEMY - LAND THE ELITE ROLE

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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.

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New Mentor!
Member since 2026
Management Consulting
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Sales and Trading
  • Non-profit
  • Real Estate

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.

  • Washington D.C.
    • Charlotte
    • Dallas
    • New York City
    • San Francisco
  • Washington D.C.
    • Charlotte
    • Dallas
    • New York City
    • San Francisco
New Mentor!
Member since 2026
Management Consulting
  • Consulting
  • Private Equity

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.

  • Toronto
    • New York City
  • Toronto
    • New York City
New Mentor!
Member since 2026
Private Equity
  • Asset Management

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.

  • Singapore
    • Qatar
  • Singapore
    • Qatar
New Mentor!
Member since 2026
Investment Banking

I have a great deal of financial engineering, actuarial science, and quantitative data analysis experience in the financial and insurance industries.

  • New York City
  • New York City
New Mentor!
Member since 2026
Equity Research
  • Asset Management

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.

  • Riyadh
    • Lisbon
  • Riyadh
    • Lisbon
New Mentor!
Member since 2026
Equity Research

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.

  • Other
New Mentor!
Member since 2026
Management Consulting
  • Commercial Banking

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.

  • Singapore
    • Kuala Lumpur
    • Melbourne
    • Singapore
    • Sydney
  • Singapore
    • Kuala Lumpur
    • Melbourne
    • Singapore
    • Sydney
New Mentor!
Member since 2026
Asset Management
  • Other

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. 

  • Zürich
    • Luxembourg
  • Zürich
    • Luxembourg
New Mentor!
Member since 2026
Private Credit
  • Investment Banking
  • Sales and Trading

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.

  • Chicago
    • New York City
  • Chicago
    • New York City
New Mentor!
Member since 2026
Corporate Strategy

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


 

  • Paris

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