Public bio:
Private credit professional that has a wide range of experiences within investment banking, capital solutions, restructuring and direct lending.
Public bio:
I’m a finance and risk management leader with experience in asset-based lending, credit risk, collateral examinations, and commercial banking. Throughout my career, I’ve had the opportunity to work with companies ranging from middle-market businesses to multibillion-dollar global organizations while taking on increasingly complex leadership and risk management responsibilities.
I currently serve as a Vice President in Field Examination at JPMorgan, where I lead complex examinations and help manage and develop junior professionals. Before returning to JPMorgan, I held several leadership roles at Wells Fargo Capital Finance, where I led complex and high-risk collateral examinations and spent a significant amount of time training, mentoring, and developing junior examiners.
One of the most rewarding parts of my career has been helping others grow. I enjoy working with people who are early in their careers or navigating their next professional step—whether that means building confidence, developing practical skills, preparing for a promotion, or figuring out which career path is the right fit. I believe some of the best career advice comes from honest conversations and practical experience, and I try to bring both to my mentoring relationships.
I’m particularly passionate about mentoring individuals interested in finance, banking, credit, risk management, and leadership. Having progressed through multiple roles and organizations myself, I understand that career growth is not always linear, and I enjoy helping others think through opportunities and challenges from a practical perspective.
I earned my degree in Economics from Case Western Reserve University, with minors in Banking and Finance. Outside of my professional career, leadership and mentorship have also been important parts of my life through athletics, community involvement, and founding and leading organizations.
I look forward to connecting with motivated individuals who are looking to learn, grow, and take the next step in their careers.
Public bio:
Mark has 20+ years’ experience as a HR executive with JPMorgan Chase in both New York and Singapore. During his 20 years at JPMorgan Chase, Mark was promoted into several HR leadership positions — most recently, Managing Director, Head of Compensation and Benefits for Asia Pacific, based in Singapore. While in this role, Mark led the design, implementation and communication of compensation, benefits and employee wellness programs across 16 countries in Asia Pacific, covering 45,000+ employees. In so doing, Mark managed a team of 25 professionals located in Singapore, Hong Kong, India, Japan and the Philippines.
Prior to joining JPMorgan Chase, Mark was as an Executive Compensation Attorney in NYC with Debevoise & Plimpton and Rogers & Wells (now Clifford Chance). As an attorney, Mark drafted and negotiated senior executive employment agreements, as well as complex compensation arrangements, for IPOs, mergers and acquisitions. Mark received his J.D. from Duke University School of Law and his B.S. (in Finance) from Lehigh University.
Public bio:
Former Investment Banking Senior Analyst at Citi, with previous experience at Santander Global M&A and PwC Deals.
I've been through the competitive recruitment process and know what makes a CV stand out, what interviewers look for, and how to prepare for technical and behavioural interviews. I will help you avoid common mistakes, master your interviews and maximise your chances of landing an offer at a top investment bank.
Public bio:
Aidan Johnson is a corporate strategy professional at Fresenius Medical Care based in Boston. He currently serves as a Corporate Strategy Associate Manager, with prior experience in consulting at Roland Berger including an internship. He holds a bachelor's degree in Economics from the University of Michigan and completed study abroad at University College Dublin.
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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