Public bio:
Roxanna Islam is the Head of Sector & Industry Research at TMX VettaFi, where she is primarily responsible for sector, industry, and thematic exchange-traded fund (ETF) research in addition to serving as an investment research generalist. Prior to joining TMX VettaFi, she spent several years in sell-side equity research at Stifel where she covered freight transportation, logistics, and electric vehicle stocks. She also spent the beginning of her career at Wells Fargo in closed-end fund and ETF research. Roxanna is a recognized voice in the investment community, frequently speaking at major industry conferences and appearing on webcasts, podcasts, and live financial television. Her insights are often featured in media outlets including Bloomberg, Fox Business, The Wall Street Journal, Reuters, CNBC, US News, and Financial Times.
Outside of the office, Roxanna is actively involved in the community. She serves on the Board of Directors of CFA Society of Dallas/Fort Worth, the Board of Directors of Dallas Cotillion Club, the Finance Committee of Junior League of Dallas, and is an alumna of the Business Council for the Arts Leadership Institute.
Roxanna is a CFA Charterholder, a CAIA Charterholder and has earned the CFA Institute Sustainable Investing Certificate. She holds both a BBA in Finance and a BA in Plan II Honors from the University of Texas at Austin.
Public bio:
Seasoned strategy, product, and innovation leader with experience at the intersection of strategy, innovation and digital technologies.
Starting as a core technologist with Infosys, I made my transition into strategy and innovation consulting roles with esteemed organizations such as IBM, EY and Accenture. I bring a track record of leading engagements to define, build and scale digital-first business models leveraging marketing, fintech, data and AI solutions.
I successfully led strategic programs and product innovations for Fortune 500 organizations and market-leading brands across Retail, Consumer Goods, eCommerce, Telecom, Automotive and Hospitality sectors.
Later, I transitioned to industry and leadership roles at Adobe and Carrefour where I worked in strategic initiatives with CxOs and multi-disciplinary leadership teams, driving end-to-end transformation and conceptualizing new businesses. I bring particular strengths in scaling agile product organizations, leading cross-functional squads, and embedding customer-first thinking across complex business environments.
An MBA from IIT Delhi, combined with deep experience across consulting and in-house leadership roles, enables me to bridge business strategy with product innovation to create sustainable growth and differentiation.
Public bio:
Impact Investment Professional with a passion for International Development and Sustainable Finance, used to live and work in highly multicultural environments and with experience in a variety of industries, ranging from legal to financial institutions to tech start-ups and NGOs.
Public bio:
- Corporate & Investment Banker based in Tokyo, specializing in structured corporate finance and cross-border lending.
- Experience in margin loans, acquisition finance, bridge-to-bond, bridge-to-IPO, RCFs
- Originated financing tied to IPO processes and supported bond mandates in the U.S. and Europe.
- Quantitative background (Math + Mathematical Engineering). I mentor in English and focus on helping analytical, ambitious profiles grow in global banking.
Public bio:
Work Experience:
Chief Investment Officer, State Grid Corp, Beijing and Boston and San Francisco, 2013 -2022
Managing Director, Co-head of Asia Pacific Industrial Team, Investment Banking,Goldman Sachs (Asia) Ltd. Hong Kong and Beijing, 2004 - Dec 2012
Director, Head of Infrastructure, Utility and Logistics Team, BNP Paribas Peregrine, Hong Kong, 2002-2004
Associate, JPM Investment Banking, Hong Kong, 1999 – 2002
Associate, Salomon Brothers, New York, 1997 - 1999
Manager, Listing Division, Shenzhen Stock Exchange, March 1992 - July 1995
Public bio:
With over 25 years of experience in the financial industry, I have led the Japan capital market division at major investment banks. My career includes entrepreneurial ventures and financial consulting, as well as supporting the market entry of several international firms into Japan. I also lecture on financial derivatives and corporate finance at universities and other educational institutions.
Public bio:
- Graduated from Singapore Management University with a Bachelors in Quantitative Economics
- Pursued a Master’s in Computer Science at the University of Pennsylvania
- Worked across finance and tech, including roles at JPMorgan and in product and strategy
- Past: Navigated the corporate world without a traditional roadmap, learning through experience
- Want to: Benefited greatly from mentorship, which helped me break into competitive industries. Now looking to pay it forward by supporting others in their journeys — whether it’s school, careers, or life decisions
Public bio:
With over 8 years of experience in financial and investment analysis, I enjoy finding the story behind the numbers and have strong financial modelling skills.
I bring a blended CFA and CPA background, with experience from the investor perspective in investment firms (understanding how businesses are evaluated) and from the operational perspective in companies (seeing how they truly operate). I also enjoy sharing my learnings to help others grow in their careers.
Public bio:
With more than 27 years in wealth management, I have guided ultra-high-net-worth clients—including business owners, entrepreneurs, financial sponsors, gatekeepers, family offices, and endowments—through every market cycle. My expertise spans portfolio construction, tactical asset allocation, and delivering investment strategies across a full range of asset classes and financial solutions. Whether generating new investment ideas or supporting clients through periods of volatility, I am dedicated to delivering clear guidance and personalized service.
Throughout my career, I have valued the opportunity to partner directly with clients: engaging in strategic conversations with sophisticated family offices, simplifying complex investment topics, and ensuring each client feels supported and informed. I am equally passionate about developing talent, mentoring junior colleagues, and offering constructive feedback on both technical skills and professional development.
Beyond my corporate role, I have also been involved in meaningful community work for over 23 years as a volunteer. By regularly visiting high-security prisons, I strive to build genuine connections and make a positive, lasting impact on the lives of inmates—an experience that has enriched my perspective and deepened my commitment to helping others.
Public bio:
With extensive experience in private equity and real estate development, I have a proven track record of identifying and executing strategic investments across Europe and the Middle East. Passionate about mentorship and knowledge sharing, I have also dedicated myself to teaching In university in the UK (Henley business school and university of Manchester) and in European business schools (ESCP, IE, Bocconi) and guiding aspiring professionals in the fields of finance, private equity, and development. I am committed to supporting the next generation of industry leaders through mentorship, insights, and practical expertise.
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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