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Current Managing Partner / Co-Founder at principal investment platform focused on energy, real assets, and technology
Previously helped develop new industry coverage group at Oppenheimer & Co, advising public and private companies on M&A, restructurings, capital raises, and strategic alternatives
Previous Analyst at real estate private equity firm focused on complex structures in the multifamily / LIHTC space
Graduated with BS in Corporate Finance and Accounting, and Liberal Studies with a concentration in Global Perspectives
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Software PE and Growth associate previous software IB. Passion for helping individuals break into the industry.
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Manager in Pwc, 6 years in management consulting
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I am an ML researcher with experience as an ML quant in systematic trading teams within bluechip hedge funds, as well as freelance software dev experience. A mathematician by background, I am now focused on applications of ML and AI to applied predictive modeling, specifically using tabular and noisy data, as well as feature engineering using NLP and tabular data, and portfolio construction and factor modeling.
Public bio:
• 16+ years of expertise in Financial Engineering, Derivative Pricing, and Risk Management across global investment banks (Morgan Stanley, HSBC, Nomura, Commonwealth Bank of Australia) and proprietary trading firms, covering Equities, FX, Fixed Income, and Commodities.
• Quantitative risk specialist with deep hands-on experience in model development, validation, and governance — including FRTB, QIS, internal capital models, and regulatory risk frameworks for front office and trading desks.
• Algorithmic trading and market-making practitioner — developed and optimized pricing models (C++/Python), calibration routines, hedging strategies for FX, Precious Metals, and Agri Commodities, and market-making algos for index options desks.
• Academic and research contributor — Adjunct Professor of Machine Learning at BITS Pilani (2019–2021), teaching Mathematical Foundations of Data Science, Statistical Methods, and ML; M.S. in Financial Engineering from NTU Singapore with exchange at Carnegie Mellon University.
• Leader and mentor in quantitative finance — built and led cross-asset quant teams from scratch at HSBC and CBA, drove risk culture and accountability, and collaborated directly with regulators (PRA, UK) on internal model approvals and capital methodology compliance.
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French, permanent resident in Brazil (13 years living in Brasil), international mindset and experience, with 15+ years of professional experience working on multiple continents (mainly South America) in management consulting (McKinsey and Bain) and in the industry with a focus on strategic projects.
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Strategic investment leader with 15+ years delivering multi-asset investment
solutions, leading cross-functional teams, and shaping advisory platforms across
Europe and Latin America for HNWI and UHNWI clients
⮚ Head of Advisory Mexico with 15+ years of experience in multi-asset advisory, portfolio
construction, and wealth management across Europe and Latin America.
➢ Lead cross-functional teams, portfolio advisory platforms, and multi-asset solutions for HNWI
and UHNWI clients (~$1.4Bn AuM) delivering tailored, compliant multi-asset solutions
including traditional and alternative investments.
➢ Recognized for executive-level communication, cross-functional leadership, and translating
macro strategy into actionable client solutions.
➢ Proven track record in market development, commercial growth, and client engagement,
including RFPs, pitches, and roadshows.
➢ Recognized for executive communication, cross-functional leadership, and translating macro
strategy into actionable, compliant investment recommendations
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About the mentor
- Business Operations and Transformation Executive with 14+ years of experience across Consulting, Fintech, SaaS, Aviation, and Startup environments
- Former management consultant leading operational transformation and performance improvement projects across financial services, logistics, manufacturing, and aviation sectors
- Forme Director of PMO, partnering with executive leadership to drive strategic planning, governance, organizational effectiveness, and large-scale business initiatives
- Former Head of Operations at PayJoy, overseeing multi-functional business operations including Payments, Risk, Collections, Customer Support, Compliance, Accounting, Payroll, and Legal
- Experienced in structured problem solving, operational strategy, process improvement, stakeholder management, and executive communication
- MBA from Universitat de les Illes Balears (Spain)
- Native Spanish speaker, fluent in English (C2), basic Portuguese
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Quantitative risk analyst. Basel IV, Solvency II, VaR modeling, Python, Excel.
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- Corporate Development & M&A Executive | Digital & AI Infrastructure, Telecom & Defence-Tech
- Recurring client of bulge bracket investment banks: GS, JPM, MS, BofA, etc.
- Industrial Engineering, ICAI-ICADE
- Senior M&A professional at Telefónica with extensive international experience in Telco & Digital Infrastructure transactions, including towers, data centers, fibre and subsea cable assets
- Exposure to AI infrastructure and defence-tech investments and partnerships
- Strong track record in €50bn+ cross-border transactions, including carve-outs, joint ventures, strategic partnerships, disposals and equity investments
- Full-cycle leadership of complex transactions — from investment thesis and valuation to negotiation and Board-level execution
- Leadership and coordination of multidisciplinary teams across corporate functions and external advisors (IBs, law firms, Big4, strategy consultants)
- Spanish (Native) | English (Fluent) | French (Working Knowledge)
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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