Public bio:
A highly adept, CFA-certified professional with a Master's in Finance and over five years of extensive experience in financial analysis, investment strategies, and portfolio management. Specialized in delivering comprehensive financial models, risk assessments, and investment analysis. Proficient in utilizing advanced financial data platforms for accurate valuations and strategic insights, with a strong focus on High Net Worth (HNW) clientele and Pension Funds.
Public bio:
Quantitative Finance
Machine Learning
Geek
Public bio:
Previously an Investment Analyst at one of Canada's best performing investment firms with a 20% CAGR over 25 years. Since then, I have joined Training The Street to teach finance to incoming Investment Bankers.
Public bio:
Ex BB Banker in Hong Kong
Corporate Strategy Director in Dubai (Crypto Area)
Capital Market Director in Beijing (New Energy Area)
Skills: Investment banking/Crypto/Investment/Corporate Strategy/Bitcoin Mining
Public bio:
Executive Coach | Mentor | Psychological Practitioner
Joe Cohen is an executive coach and mentor who combines commercial experience with psychological depth. A former Senior Commercial Manager at Arsenal Football Club—where he secured landmark sponsorship deals during the club's move to Emirates Stadium—Joe understands the pressures and politics of high-performance commercial environments.
Holding an MA in Psychological Coaching and registered with the British Psychological Society, Joe has spent over 15 years supporting senior professionals across financial and professional services, including Taylor Wessing LLP, Sky UK, BAT, Pentland Group, and senior civil servants across UK Government agencies.
His mentoring style is grounded, evidence-based, and tailored to the individual. Joe helps professionals examine the assumptions holding them back, build self-awareness, and develop the resilience needed to navigate complex careers. He's particularly skilled at creating a space where people can think clearly, have honest conversations, and make meaningful progress.
A former athlete who rebuilt his career after nine knee surgeries, Joe knows what it means to adapt and find a new path forward. He brings that perspective—along with genuine curiosity and care—to everyone he works with.
Public bio:
I have been a Managing Director level business leader in the asset management industry with over 25 years. I am a CFA Charterholder and a frequent guest on CNBC and Bloomberg television. I speak English, Mandarina and Cantonese and am a noted speaker at mainstage events in the Asia Pacific region.
Public bio:
Commercial Due Diligence, Investment Banking, Financial Modelling, and Career Guidance
Public bio:
As Managing General Partner at Digerati Investments, I back technically elite AI founders from Seed to Series A. I focus on impact-driven tech that scales sustainably and delivers meaningful outcomes.
I host a podcast called Explainable AI.
I have contributed to several books on leadership, venture capital and artificial intelligence.
I have become known as a creative finance professional and I have invented my own investment instruments, ML-based due diligence tools, and facilities which have been praised and are becoming more frequently used.
I am a frequently blogger and professional writer on the subjects of AI, Entrepreneurship and Venture Capital
👉 10 years as a U.S. Marine. 4 combat tours. Harvard MBA in progress. Public speaker. Operator. Builder.
👉 Let’s create something worth following.
👉 paulclaxton.io
Public bio:
• Founder and CEO of Conscious Survival Guide Inc., a leadership consultancy helping executives and founders scale through people strategy and performance systems
• Former CEO and Board Director at Bio Foods (Pvt.) Ltd., a 900+ person global organization with operations across Europe, Canada, and Asia
• 10+ years of experience in consulting, HR, investor relations, and risk management across multinational and startup environments
• Deep academic foundation in psychology and neuroscience with degrees from the University of St Andrews (UK) and Acadia University (Canada)
• Experienced in leadership coaching, culture transformation, and executive communication for cross-functional teams
• Recipient of the Woman Super Achiever Award (Asia) for contributions to inclusive leadership and organizational growth
Expertise
Leadership Development | Organizational Strategy | Consulting | Human Resources | Investor Relations | Risk Management | Startup Scaling | Cross-Cultural Leadership
Public bio:
- Non-target accountant to big 6 Investment Banking (Canada)
- FP&A (Energy)
- Energy Investment Banking (Energy Infrastructure)
- Business Development & Strategy (Energy Infrastructure)
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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