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:
I hold a Bachelor of Arts in Economics, Spanish from Marquette University (cum laude), M.S. in Finance from the University of Virginia, and a full-time MBA from the University of Michigan Ross School of Business. I worked for 5 years for the boutique management consultancy, Pace Harmon, where I advised Fortune 100 clients (across industries) on cost reduction and business optimization. I primarily performed rigorous financial modeling, contract negotiation, and advised on operational improvements. During this time, I founded a non-profit in Rwanda, wherein I provided college admissions counseling and test prep for various schools, and performed social impact consulting for a handful of institutions, NGO, and small businesses.
I attended the University of Michigan for my MBA, where I was the Managing Director of the International Investment Fund, growing our scale from India to Africa and Latin America, advised several Detroit non-profits, as well as African private equity and tech companies. I interned for Google the summer between MBA1 and MBA2 in Ads Finance, and then took a full-time role at Tesla in Engineering FP&A and Operations, where I succeeded, despite having no engineering background. I unorthodoxically left Tesla to discern a vocation with the Jesuits, which was a transformative experience, but ultimately left to drive social change as a layperson. In the time since leaving the Society, I have worked as a contract consultant, primarily for West Monroe Partners, functioning as a Program manager for automotive and healthcare clients.
I have spent a LOT of time tutoring in my day, whether it be disadvantaged youth or my classmates. I really like to help people. I should also add that I am fluent in Spanish.
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:
Previously spent ~14 years at Blackstone as a Financial Controller in various locations (UK, Singapore and Ireland), carrying out financial and regulatory reporting for the firm's investment management entities.
Experience in independent finance consulting roles and the finance function (financial accounting, analysis, reporting and control); and financial forecasting, liquidity management and capital management.
MBA from University of Cape Town.
Graduated with a Bachelor’s degree of Accounting Science.
Fluent in English and Afrikaans, whilst being a beginner Italian and German speaker.
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.
Public bio:
I am a goal oriented individual aiming to lead a successful career in quantitative finance. My experience stems from studying applied mathematics, specializing primarily in numerical methods, differential equations, and computational mathematics. I have extensive experience in numerical & stochastic PDEs, time series modelling, and machine learning. My technical background has allowed me to develop and implement novel modeling techniques to solve a variety of problems. I am consistently learning and developing my mathematical toolkit to ensure I am always able to create the biggest impact to my work.
Public bio:
Former Investment Banking Associate at Moelis & Company NYC - Generalist M&A and Restructuring.
- Closed transactions in Consumer Retail, TMT, FIG, and Crypto industries.
Former PEAK6 Private Equity and Venture Capital MBA internship
Led Investment Banking Mentorship Club at University of Michigan Ross during my second year MBA.
Public bio:
- Independent Senior Advisor for Infrastructure Funds and fund-owned Portfolio companies (main focus: Germany, Energy)
- Previously Associate Director at Macquarie Infrastructure and Real Assets investing in all sub-sectors of infrastructure Private Equity
- 12 year tenure in Macquarie's London office touching on all aspects of principal investment in Private Equity: buy/sell side, asset management, debt and equity raising, fund strategy, investment committee, board memberships
- Graduated with a Masters from ESCP Europe in Management
- Proficiency in French and German in addition to English
Public bio:
Senior finance professional with extensive track record as an accomplished portfolio manager and team leader.
Experience in developing and implementing systematic global equities and futures strategies, specialising in implementation of Machine Learning and Artificial Intelligence driven approaches to trading financial markets and Delta Neutral / Statistical Arbitrage strategies.
Demonstrated history of success in building and running various teams, operations and standalone business units across various prop trading and hedge fund entities.Bachelor of Law / Bachelor of Business focused in Finance from University of Technology, Sydney
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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