WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

New Mentor!
Member since 2025
Corporate Strategy

CCO @ Insured Nomads, Insurtech & Fintech startup | Independent Consultant and early-stage Startup Advisor

  • Atlanta
New Mentor!
Member since 2025
Corporate Development
  • Asset Management
  • Consulting
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Corporate Development
  • Corporate Strategy

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.

  • Zürich
    • New York City
  • Zürich
    • New York City
New Mentor!
Member since 2025
Corporate Finance
  • Investment Banking
  • Venture Capital
  • Commercial Banking
  • Corporate Development
  • 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
  • Charlotte
    • Chicago
  • Charlotte
    • Chicago
New Mentor!
Member since 2025
Private Equity
  • Corporate Finance

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.

  • Madrid
New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Consulting
  • Private Equity
  • Equity Research
  • Sales and Trading
  • Venture Capital
  • Commercial Banking
  • Corporate Finance
  • Private Credit

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! 

  • Vancouver
    • Toronto
  • Vancouver
    • Toronto
New Mentor!
Member since 2025
Asset Management
  • Private Equity
  • Hedge Fund
  • Venture Capital
  • Private Credit

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.

  • Los Angeles
    • Boston
    • New York City
    • Philadelphia
  • Los Angeles
    • Boston
    • New York City
    • Philadelphia
New Mentor!
Member since 2025
Investment Banking
  • 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
  • London
    • Frankfurt am Main
    • Geneva
    • Paris
  • London
    • Frankfurt am Main
    • Geneva
    • Paris
New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Private Equity
  • Accounting

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. 

  • London
New Mentor!
Member since 2025
Other
  • Consulting
  • Accounting
  • Corporate Finance
  • Other
  • 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
  • Other
    • Buenos Aires
    • Detroit
  • Other
    • Buenos Aires
    • Detroit
New Mentor!
Member since 2025
Real Estate

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. 

  • Toronto
    • Calgary
  • Toronto
    • Calgary

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