Public bio:
My career has been built around a simple idea: complex financial decisions don’t have to feel overwhelming when the analysis is sharp, the communication is clear, and the team behind the work genuinely cares about getting it right. That’s the mindset I bring to valuation, transaction opinions, strategy, and litigation support—and it’s what has kept me energized across every role I’ve taken on.
Today, as a Vice President in Kroll’s Transaction Opinions practice, I spend my time helping clients navigate some of their most consequential decisions. Fairness and solvency opinions, LBOs, GP‑led secondaries, recapitalizations—you name it, I’ve probably modeled it, stress‑tested it, and explained it to a boardroom full of people who needed clarity fast. I appreciate combining technical expertise with practical influence, and I find it particularly rewarding to guide teams on projects where both accuracy and thoughtful decision-making are essential.
Before this, I served as a Vice President in Kroll’s Valuation Advisory Services group, where my world revolved around financial reporting, investor reporting, transaction pricing, tax valuation, and litigation support. I’ve built transfer‑pricing models, valued derivatives using Python and VBA, and supported expert‑witness work across IP and commercial disputes. These experiences taught me how to break down complicated problems and communicate them in a way that resonates.
During the earlier stages of my career, I led valuation, litigation, and strategic projects at Anderson Economic Group, contributing significantly to firmwide revenue and serving as a designated subject matter expert in numerous court cases. And before that, I led the equity research team at BNP Asia, setting investment strategy, developing derivative products, and analyzing companies across a wide range of industries.
Across all these roles, a few things have stayed constant: I care deeply about analytical rigor, I enjoy building and mentoring strong teams, and I’m happiest when I’m helping clients make decisions that truly matter. I also love improving how work gets done—most recently by leading the development of AI‑enabled valuation tools for Kroll’s Opinions practice.
Thank you for taking the time to review my background. I’d welcome the chance to bring this blend of technical depth, leadership, and practical problem‑solving to you.
Warm regards,
Public bio:
-Strong analytical background having been trader and investor in cash and derivative products in Interest rates, FX and equities globally
-Experienced asset manager in hedge funds, internal prop and superannuation fund.
-Global emphasis with style in macro economic investing. Familiar with sourcing and creating research
-Senior trader in interest rates at Macquarie Bank; Managing Director EM at Bankers Trust Singapore; Global head of EM trading at Deutsche Bank London
-Principal of Global EM hedge funds; Head of tactical asset allocation (TAA) and SAA at Sunsuper; Prop trading at NAB in rates, FX
-BA and HBA from Ivey School of Business (UWO) in Canada.
-Work experience in Sydney, Australia, Singapore, New York and London
Public bio:
Federico Faleschini is a senior executive advisor and management consultant with over three decades of international experience supporting boards, CEOs, and leadership teams in strategy, governance, transformation, and performance improvement. He built a strong consulting foundation at BCG and EY, where he worked with international teams on complex projects and developed a distinctive approach to executive advisory, combining strategic rigor with practical business judgment. Over the years, he also made a significant contribution to recruiting and mentoring, helping identify, develop, and guide talent in demanding consulting and business environments. His career spans consulting, technology, financial services, and SaaS, with a strong track record in guiding companies through growth phases, organizational change, and complex leadership challenges. As co-founder of Logol AG and co-owner of Lemnidigm GmbH, he brings a combination of entrepreneurial perspective, board-level judgment, and hands-on executive advisory experience. Federico is valued for his structured thinking, long-term vision, and ability to provide trusted counsel to top management.
Public bio:
Currently in Private Equity (Italy) after starting my career in Big 4 (M&A).
How I can help:
- CV Roast;
- LBO & Case Study Review;
- 1 - 1 interview.
Public bio:
I am a Finance and M&A professional with over a decade of experience in strategic growth and financial engineering. Currently serving as an M&A Manager at Accenture, I lead complex acquisition projects across Latin America, specializing in business valuation and negotiation. I hold a Master in Finance from UCEMA and am passionate about driving impactful business outcomes through data-driven decision-making
Public bio:
Former private equity investor now entrepreneur (helping career transition in PE and M&A) + tech guy (AI expertise and full-stack dev).
Public bio:
Managing Director with extensive experience leading global investor services operations. Proven ability to manage
large, cross-jurisdictional teams and high-value institutional clients. Expertise in strategic planning, operational
transformation, regulatory compliance, and technology-enabled process optimization. Recognized for scaling
service delivery through data-driven decision-making, strengthening risk frameworks, and improving client
experience.
Public bio:
Joey Kim is a senior finance leader with over a decade of experience across investment banking, venture-backed startups, and private equity-owned businesses. He has led companies to profitability, cash-flow positivity, margin expansion, and complex capital events while partnering closely with CEOs, boards, and investors. His work consistently ties financial discipline to operating execution. He is currently the head of finance at Open, Inc. - a B2C SaaS company backed by Keith Rabois of Founders Fund, Ron Conway of A. Capital, Seth Berman of Susa Ventures, Tony Xu of Door Dash, and Jack Dorsey of Square/Twitter.
With experience in over $6 billion in financial transaction volume through M&A and capital raises throughout his career, Joey is an expert at aligning the diverse needs and interests of investors, founders, executives, and board members to create value on all sides. He brings full-stack finance leadership, spanning FP&A, accounting, cash management, internal controls, capital raising, and M&A. Joey is known for building scalable financial systems, sharpening unit economics, and translating data into clear decisions at moments that matter most. He operates comfortably across strategy, execution, and governance in fast-moving environments.
Joey holds a Bachelor of Arts in Mathematics and Economics from Northwestern University. His analytical foundation supports a rigorous, outcomes-focused approach to capital allocation, risk management, and long-term value creation.
Public bio:
• Incoming full-time Investment Banking Analyst in the Technology, Media, and Telecommunications group at a bulge bracket firm
• Interned as an Investment Banking Summer Analyst in the Technology, Media, and Telecommunications group at a bulge bracket firm, where I helped advise a special committee on a $500MM+ take-private transaction involving a legacy telecommunications company
• Interned at a consumer technology-focused venture capital fund
• Interned at a Prague-based investment bank
• Interned at a software-focused investment bank based in Washington, D.C.
• B.S. in Finance and Operations & Analytics from Georgetown University’s McDonough School of Business
Public bio:
At Wellington Management as a Vice President, Investment Specialist in Hedge Fund Investor Relations, I lead the investment strategy, capital raising, risk oversight, and product management of our flagship and customized multi-strategy and credit long/short hedge funds. Additionally, I am on the 100 Women in Finance (100WF) Wellington Global Relationship committee, promoting female talent and leadership in the industry. I am currently based in Boston.
Previously, as a Director in Global Credit & Special Situations Sales at Bank of America, I managed institutional client relationships, driving market share growth through high-touch coverage in liquid and illiquid credit products. Additionally, I served as the Co-Chair of the Asia Pacific Employee Engagement Committee, Co-Chair of the Inter-Generational Employee Network, and Business Development Chair/Treasury of the Women's Leadership Council, focusing on firmwide leadership and talent development, team building and cross-functional collaboration, and strategic employee engagement initiatives.
I graduated from Harvard College in 2014 with an A.B. in Economics, cum laude.
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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