Public bio:
I began my career in wealth mgt, in a large wirehouse firm. My partner and I took our practice private and created our own RIA firm. Once I discovered alternatives and privates, I fell in love with that space and have not looked back since. I have been able to serve a variety of roles and fields including VC, REITs, PE, and most recently have come on as a partner at a boutique investment bank. In my free time; I enjoy fitness, nature, and my family.
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I have extensive experience in quantitative risk management and operational risk management in banking and prop trading. Based in Amsterdam. Happy to coach up-and-coming quants for a career in finance and risk. Interview preparation, CV checks and career counselling.
Public bio:
Current: TMT investment banker @ Boutique IB, Board Member @ Local Philanthropy
Previous: M&A/Restructuring @ Boutique Advisory Firm, Soldier @ US Army, Semi-Target Grad
Excited to give back to those looking to learn, gain and edge and advance their career!
Love working with people with non-traditional backgrounds and journeys.
Happy to work through technical skills, case studies, interview tips, talk markets & deals, and more.
Public bio:
- Over 18 years of experience in Hong Kong spanning across asset management, investment banking, investment research, and capital markets, with bulge bracket Bank of America Merrill Lynch and Citigroup, top Chinese and Japanese investment banks Huatai and Nomura, and the largest Luxembourguish private bank BIL as its Hong Kong CEO. - Beyond finance, solid hands-on industry experience with Lakala, China's largest digital payment company; and with Zhengqi Solar, one of China's fastest-growing renewable energy companies. - Highly extensive network in the finance industry in Hong Kong, China and Singapore with strong institutional, corporate, HWNI and family office client base. - Industry-renowned seven-year No.1-ranked Research Analyst by Institutional Investor All-Asia/China Poll. - Regulatory qualification: Unconditional Responsible Officer for 1,4,9 regulated activities; Manager-in-Charge (MIC) - Overall Management Oversight (OMO), MIC-KBL, MIC-Compliance, MIC-Operations, MIC-IT, MIC-AML/CTF - Adjunct Professor, School of Econimics and Management, Tsinghua University; Adjunct Professor, Chinese Unviersity of Hong Kong (Shenzhen)
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Former investment banker and private equity professional now working in Corporate M&A at a global industrial company in Austria. I am also providing private tutoring outside my work and am passionate about knowledge sharing with students and mentees, I strongly believe in the importance to provide and receive career guidance
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Finance and real estate professional with deep expertise in capital markets and multifamily development.
Led Capital Markets and was responsible for the sourcing, structuring, and closing of senior and subordinate construction, bridge, and permanent debt financing, as well as LP equity capital. He closed and pursued financing for Class A workforce multifamily projects, typically ranging from 250–500 units, across Florida, Georgia, and Texas, in excess of $1 billion of debt and equity financing with key partners such as Bank of America, PNC, Regions Bank, and Wells Fargo.
Gained commercial banking experience as a Credit Analyst at Bradesco Bank (formerly BAC Florida Bank). He was responsible for underwriting new loan originations secured by income-producing or owner-occupied commercial properties, with an average loan size of approximately $2MM, across a $120MM commercial loan portfolio. His experience in real estate started at DIJ Properties in 2016, where he supported the investment of institutional value-add multifamily projects spanning Florida and Texas.
Holds a Bachelor of Science in Finance and Real Estate from Florida State University and is an alumnus of Belen Jesuit Preparatory School. Outside of work, he enjoys football, basketball, and tennis, as well as exploring global markets, history, and travel.
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With over three decades of experience in investment analysis and financial advising, I have supported institutions and retail investors through tailored investment strategies and clear, concise communication. My tenure at Wells Fargo Advisors and Edward Jones honed my skills in financial writing, investment guidance, and investor relations, enabling me to deliver impactful advice and messaging.
Retired in May 2025, I am now seeking opportunities to mentor young professionals in their careers in finance-related industries based on my many years of experience.
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Top tier Investment banking experience from JP Morgan and PE experience from IK Partners.
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- Sell-side analyst covering structured finance at a top investment bank in London
- Expat with experience working with different cultures across the globe
- Started career working in middle market lending and prime finance at some of the largest international banks
- Engineering degree with experience on tackling the dreaded "why finance?" questions
- Managed the largest, totally student-run endowment in the US at university
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Finance professional with 8 years of experience in credit analysis and monitoring, and client management across various sectors. Proven track record in leading financial due diligence, managing complex client relationships, and mentoring junior analysts. CFA Charterholder with expertise and knowledge in corporate and project finance, and private markets.
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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