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Experienced treasury and risk management professional with over 10yrs experience across UK and HK.
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Talented professional working on the Sales side of Asset Management covering all the products. Great background in consulting and Private Wealth Management with focus on Private Markets. IF you are looking for a mentor with this various background happy to help.
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Investment professional with diverse experience across leading financial institutions, including China's largest investment bank and one of the world’s most prominent technology-focused investment funds. I’ve built a strong foundation in investment banking, private equity, and corporate finance, working on transactions ranging from IPOs and refinancing to distressed asset evaluation and early-stage venture analysis.
My work has spanned key industries such as healthcare, semiconductors, and new energy, where I’ve supported deal sourcing, conducted in-depth due diligence, and delivered financial models and strategic insights to senior stakeholders and investment committees. This cross-sector exposure, combined with hands-on experience across both public and private markets, allows me to approach complex financial challenges with analytical rigor and commercial awareness.
I bring a global perspective grounded in high-intensity, results-driven environments, and thrive in roles that require both strategic thinking and executional excellence. I'm particularly motivated by opportunities at the intersection of innovation, finance, and long-term value creation.
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A dynamic investment and sustainability professional with 10 years of experience spanning NGOs, banks, and investment firms, specializing in impact investing. I am skilled in financial analysis, ESG due diligence, and risk assessment. I am committed to leveraging my real-world expertise to mentor and guide the next generation of professionals in navigating the finance industry and addressing key environmental and social challenges. I am passionate about sharing my industry knowledge and providing high-quality feedback to help mentees develop their skills and thrive in their careers.
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Infrastructure & clean energy investment professional with 10+ years across transaction advisory, project finance and strategy. Proven track record in renewable infrastructure (solar, wind, BESS) across UK, Europe and global markets
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I've had the priviledge of starting out my career at Bank of America Merrill Lynch as an investment banker in their consumer goods and retail group. I stayed there for a little over a year while closing 3 deals.
After investment banking, I left to go to tech, where I was doing category strategy, corporate strategy, and corporate development for ~6 years. This set of experiences spanned company sizes from Series A all the way to Series D.
I also started my own equity research service in 2021 through Substack, which eventually grew into a sizable business being read by over 400 funds and featured in Reuters, The Atlantic, Yahoo Finance, and others.
Been managing my own capital, but I am formally launching my hedge fund later this year.
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Over 15 years of Investment Banking experience spent across Toronto, London and now Milan. Specialised in debt capital markets and leveraged finance. Trained and hired hundreds of juniors.
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As a seasoned private equity professional, I bring over €1.5 billion in direct investment experience, primarily in energy transition, and have co-founded two private equity fund management firms. I’ve led fundraising efforts, securing €500 million for transformative ventures.
In 2015, I co-founded an asset management company with operations in Spain and the US, launching multiple funds, and achieving a successful exit in 2022.
Within the Electric Vehicle (EV) sector, I spearheaded a $17 million investment in ChargePoint prior to its IPO, advised Linse Capital III ($40 million fund invested in ChargePoint), and played a key role in the sale of Cable Energía to Shell in 2022. Additionally, I’ve led consulting projects on EV charging for KKR or Acciona among others.
I co-founded a software AI company, expanding my entrepreneurial portfolio, and co-managed a $16 million vehicle invested in Orbital Insight, focusing on AI-driven geospatial analytics. As an angel investor, I support high-growth ventures and world-class entrepreneurs.
Academically, I hold a PDG from IESE Business School, a Diplôme Grande École from ESCP in Paris, an MSc in Management from Cass Business School in London, and an MA in Eastern Asia Studies. I’ve also completed postgraduate studies at Harvard, Stanford, and CEIBS Shanghai.
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* Current Senior Associate at Equita focusing on TMT and Consumer markets, working on M&A, PTO and IPO transaction
* M&A Analyst in local Italian Investment bank
* MSC from LUISS Guido Carli
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M&A professional
- 20 years of deal experience, as a:
i. In-house strategist and corporate development exec (HSBC)
ii. PE/growth investor (Fosun, Mouro Capital)
iii. Fundraising/M&A advisor to CEOs/BoDs and Interim CFO (Credit Suisse, Royal Park Partners, FTintel)
- Experience across sectors: in financial services & technology mainly; with deals also in retail, business services, health & industrials
- Led over 50 investments & exits, delivering over $10bn of total value to investors
- Helped 10+ tech ventures to scale their business, fundraise and execute M&A
- End-to-end investment / M&A experience from origination, execution, to post investment and exit
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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