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CCO @ Insured Nomads, Insurtech & Fintech startup | Independent Consultant and early-stage Startup Advisor
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14 years of experience on Wall Street in NYC, mostly in asset management in Hedge funds. Last 12 years in Healthcare Pharma, primarily as Head of Portfolio Strategy.
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- 15+ years international and extensive working knowledge of banking, financial analysis, M&A, manufacturing and supply chain
- Results-driven leader consistently delivering insightful financial analysis, driving effective change, and creating sustainable value through unique perspectives
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Bilingual graduate in Business Administration and Law, with international academic experience through exchange programs in Bristol (UK) and Pisa (Italy). Over 3 years of experience in Corporate Finance at a Big 4 advisory firm, focused on debt advisory and financial restructurings. Currently working at a Spanish Private Equity & Special Situations fund with approximately €1bn in AUM.
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I have worked in finance for over 20 years. Straight out of university, I began my career at one of Calgary's top buy-side private equity firms in the oil and gas (O&G) industry, followed by analyst stints at a boutique investment bank doing equity analyst, covering O&G trusts (which in 2005 had only just begun proliferating as an investment vehicle), and at a large O&G company as a risk analysis doing derivatives analysis for their natural gas hedging desk.
In 2007, moving to Vancouver where I met my wife, I began working at Canada's fourth largest bank as a relationship manager, originating/structuring/funding deals for Canadian middle-market (MM) companies, with a focus on M&A (buy-side). After four years of success on the MM desk, I was promoted to Vice President, managing large teams of relationship managers and support staff, both in Vancouver and surrounding areas. I was then transferred to Toronto where I was mandated to build from the ground up, the banks media finance portfolio within its corporate finance division, with a focus on large private and public media companies. The focus here was providing both syndicated and non-syndicated loans, primarily for M&A, ranging from $20M up to $500M.
Leaving corporate banking, I hung my own shingle in 2018, founding Kaeros Capital Advisors. My firm's focus is raising debt capital for MM companies in Canada and the U.S. We are sector agnostic although tech, manufacturing, logistics and transportation and O&G, are definite specialties.
A theme throughout my career, especially within commercial/corporate banking, and my own firm, is one of leadership and mentorship. The world of finance is continually evolving and so while I may have a few nuggets of information to impart, I am also learning/adapting to the new world which includes Ai, fintech, crypto, increased financial regulation and industry consolidation. I absolutely get a kick out of sharing my experiences, and sharing ideas, with a younger generation of finance professionals as this is truly the best way to learn.
When not at the office, I can be found running or biking many of the trails and paths around Kelowna, B.C. where I live. For those not familiar with Kelowna, we share a similar climate to California and are Canada's largest wine growing region. With an abundance of fabulous wine, fresh organic produce and warm weather almost year-round, spending time outdoors with my family, our poodle dog and our friends, lake life has proven to be most enjoyable!
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Why Work With Me:
- ✅ Former Associate Director at ICG Advisors, conducting diligence across hedge funds, VC, PE, credit, and real estate for a $7B multi-family office—deep knowledge of manager selection and investment research hiring expectations.
- ✅ Hedge Fund Analyst at AllianceBernstein, solely dedicated to managing a $1.3B hedge fund portfolio—insight into buyside career paths, day-to-day responsibilities, and skills needed to break in and succeed.
- ✅ Fintech Co-Founder focused on AI and esoteric asset modeling—can guide those interested in venture/startup transitions, technical innovation in finance, or building something of their own.
- ✅ Dual graduate degrees from Wharton (MBA, Finance) and Harvard (MPA, International Affairs)—can help navigate top B-school applications, dual-degree paths, and long-term career strategy.
I’ve mentored candidates into roles at top buy-side firms, advised on non-traditional entries into finance, and helped professionals pivot between asset classes. Whether you're prepping for interviews, reworking your resume, or charting a new course in investment management or fintech, I'm here to help.
Book a session if you want insight-backed guidance on breaking into or leveling up in the investment world.
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- Current VP at a boutique M&A advisory firm focused on Africa
- Previous Chief Investment Officer at an SME in the Telecoms sector in West Africa
- Previously spent 6 years at Citi in London in Investment Banking
- MSc in Management and Corporate Finance from top business schools in Germany and France
- Native French speaker and conversational proficiency in German
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I have broad experience across M&A and capital raising transactions, whilst providing continuous strategic advice to companies.
I have operated as a generalist across the coverage sectors.
Prior to transitioning into Investment Banking, I qualified as a Chartered Accountant at a Big 4 firm, where I worked with private equity firms.
Public bio:
- Former PwC Senior Associate (USA and Argentina) with experience leading audit engagements and mentoring junior talent across the U.S., Latin America, and Europe
- Over 20 years of experience across Big Four firms and multinational corporations, with a focus on finance, audit, and operational improvement
- Bachelor's in Accountancy (ACBSP-accredited) with advanced proficiency in Excel and working knowledge of SAP Finance, Power BI, and Tableau
- Fluent in English and Spanish, with a strong track record of supporting executive decision-making in multicultural environments
- Committed to helping future professionals grow through practical guidance, clear communication, and culturally aware mentorship
I believe mentorship is a powerful way to give back, and I am excited to support those navigating global careers or entering finance from non-traditional paths
Expertise:
- Audit and Assurance (PwC, AICPA standards)
- Financial Reporting (IFRS, US GAAP)
- Budgeting, Internal Controls, and Project Coordination
- Talent Development and Cross-functional Collaboration
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Real estate investment professional with 10+ years experience in pension fund and private equity environments. Directed investment management of institutional real estate portfolio across Canadian markets, driving acquisitions, asset/investment management, and developments.
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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