Public bio:
I am a former Goldman Sachs professional with three years of experience across Global Banking and Markets in Paris and Private Wealth Management in New York with expertise in both private and institutional clients across geographies. Recruited into GS three times across her career. B.A. in Economics and Social History from Columbia University. Series 7, Series 63, and AMF licensed.
Having spent three years in high-stakes, client-facing roles at a bulge bracket, I know firsthand how much interpersonal fluency matters both in interviews and in executing on the desk. I specialize in behavioral prep and resume coaching: helping candidates sharpen their personal narrative, CV, communicate their experience with precision, and walk into a superday knowing exactly how to carry themselves.
Public bio:
Strategy and transformation leader with 15+ years of experience across Southeast Asia, Middle East, and Europe — in both consulting (EY, KPMG) and in-house roles. I specialize in business transformation, PMO setup, operating model design, and cost optimization for leading retail and consumer brands. Currently at Al-Futtaim Retail, I lead cross-functional programs across SEA and the Middle East — including market entries, carve-outs, JVs, e-commerce builds, digital transformation and divestments. INSEAD MBA with certifications in project management and digital transformation. I combine strategy with execution to help brands grow, adapt, and lead.
Public bio:
Rachit has over ten years of experience in large-scale operational transformations for organizations of 10,000+ employees. He is recognized as a trusted advisor to senior stakeholders across industries, known for delivering pragmatic, unbiased insights he serves as a trusted advisor to senior executives navigating complex change. With a track record of large-scale Agile transformations, Rachit oversees the full delivery lifecycle—from strategy and roadmap definition to portfolio optimization and team level delivery. He is uniquely skilled at bridging the gap between high-level vision and sustainable behavioral change, ensuring that transformations deliver long-term operational excellence. Relevant experience includes designing an operating model for a top 5 Canadian bank spanning business banking, wealth, and securities; leveraging a test and learn approach to refine and roll out the operating model; and enabling scale up activities including standing up CoE’s.
Public bio:
Experienced M&A professional with senior level M&A investment banking at publicly traded financial services firms, currently a strategy and corporate development professional at a Fortune 6 healthcare company.
Public bio:
Scaling businesses, Growth hacking, Problem solver, strategic finance, operational efficiencies.
Public bio:
Strategy and operations consultant
Public bio:
Private Equity | Mergers and Acquisitions | Asset Management | Corporate Finance
Public bio:
I am an Executive Director at JPMorgan Chase focused on payments strategy and finance, helping shape the firm’s approach to the next generation of enterprise payment platforms. My work sits at the intersection of strategy, financial management, and technology—translating complex ideas into scalable execution that drives innovation and measurable business impact.
Previously, I led strategic transformation initiatives at American Express, partnering across Finance, Technology, Risk, and Product to modernize platforms and strengthen financial performance. Across financial services and consulting, I’ve built a reputation for bringing structure to complex environments, aligning senior stakeholders, and turning strategy into disciplined execution.
I’m particularly passionate about building high-performing teams and designing operating frameworks that help organizations move faster and make better decisions in an increasingly digital payments landscape.
Public bio:
3 years of Internship in Private Equity in Brazil (Internship is Brazil is a full time job).
Quick Experience in one of the most relevant early stage investors in the venture capital space in LatAm.
Currently, working as an investment professional in the international finance corporation with a broad mandate of debt, mezzanine and equity investments opportunities mainly in infrastructure sectors covering the LatAm region. Responsible for financial modeling, investment thesis presentation, deal structuring, etc.
Public bio:
Christele de Waresquiel is a seasoned finance professional with over 12 years in client-facing roles and 7 years in project management, specializing in business development for private clients, institutional investors, family offices, FoFs, and IFAs. She possesses comprehensive expertise across financial products, including mandates, equities, derivatives, credit, bonds, liquidity solutions, FX, funds, hedge funds, and private markets, underpinned by excellent organizational and analytical skills. Based in Geneva, Switzerland, she is fluent in Swedish, English, and French, with basic German and Spanish.
Her recent career highlights include serving as Director and Relationship Manager at UBS in Geneva, where she developed relationships with a 50 million CHF clientele, conducted KYC, mandate reviews, and implemented solutions across asset classes. Prior roles at BCGE (2022-2023) and LFDE (2018-2021) as Senior Fund Sales involved business development in Swiss Romande, selling equity, PE, credit, and CTA funds, organizing events and roadshows, handling RFPs, and significantly growing prospects and clients. Earlier, at Rivoli Fund Management (2017-2018), she prospected international clients for CTA and equity funds while managing RFPs and marketing materials.
In project management at CM CIC Leasing (acquired GE Capital, 2016-2017), she led strategic initiatives like CRM implementation, Lean analyses, KYC directives, and business reorganizations across segments. Her earlier sales roles spanned Nordea, JPMorgan, Crédit Agricole CIB, and Morgan Stanleyin focusing on derivatives, structured products, and credit sales to international clients, consistently expanding client bases and meeting sales targets. Education includes a 2024 Certified Wealth Management Advisor Diploma, 2021 LSFIN Client Advisor Exam, 2011 MBA from IESE Business School (with Darden exchange), and M.Sc. degrees in Engineering and Physics.
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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