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
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Find Your Mentor with Filters Below

New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Private Equity

I help founders, CEOs, and entrepreneurs scale their businesses through M&A, connecting North America and Europe, with a focus on tech and consumer goods.
I advise on growth strategy, valuations, and quality of earnings, bringing structure and clarity to every stage of the deal process.

  • Montréal
    • New York City
    • Paris
  • Montréal
    • New York City
    • Paris
New Mentor!
Member since 2025
Private Equity
  • Hedge Fund

I enjoy leveraging my quantitative skills to evaluate investment opportunities. Currently working within Commercial Real Estate space across acquisition and asset management functions. Enjoy teaching/ mentoring and sharing my experience. 

  • Toronto
New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Accounting
  • Corporate Finance

Associate, Bulge Bracket Investment Bank in London

About the mentor:

  • M.Phil in Finance and Economics from the University of Cambridge
  • Over 4 years of experience at a bulge bracket investment bank in London, advising on M&A and financing transactions across the energy, natural resources, and healthcare sectors
  • Previous experience at a top-tier Chinese investment bank and an international accounting firm
  • Co-founder of a healthcare AI startup that applied natural language processing (NLP) to digitize and structure electronic medical records
  • Holds multiple finance and investment-related professional certifications
  • Passionate about mentoring students and professionals targeting careers in investment banking and broader financial services, with experience supporting candidates through every stage of the recruitment process—from crafting CVs and cover letters to preparing for online tests, video interviews, assessment centres, and final-round interviews
  • Experienced in guiding candidates through different roles across banking, markets, and private equity, and providing practical advice on recruiting timelines, interview prep, and staying updated on current affairs

Expertise: Investment Banking, Corporate Finance, Accounting, Private Equity

  • London
New Mentor!
Member since 2025
Equity Research
  • Asset Management

I've been using WSO since my freshman year in college, have actively participated in giving individuals advise on career progression and what it mean working in equity research and asset allocation. I've been working part time at a career consulting firm that is access to multiple, highly ranged institutions where we coach students on interview and FT prep. As I look at myself and the mentor who impacted me the most, teaching and helping students have been a core pillar in my life that brings joy and fulfillment. I see WSO as an opportunity to access a broader range of students who are looking to start their journey in finance, and I believe my experience has allowed me to speak on what the expectations are and what are some of the most common pitfalls when starting out in finance. 

  • New York City
    • Chicago
  • New York City
    • Chicago
New Mentor!
Member since 2019
Investment Banking
  • Corporate Finance
  • Accounting
  • Graduated from a non-target university that has a Big 4 recruiting presence
  • Began my career at PwC in the Audit for 2 years
  • Applied to a LinkedIn posting for an analyst at a lower MM bank in Baltimore and was promoted to Associate within 8 months
  • Spent a year in FP&A and another year with a firm investing in skilled nursing facilities
  • Joined a lower MM bank in Baltimore as an Associate and have been in my current role for 6 months.
New Mentor!
Member since 2025
Hedge Fund
  • Asset Management
  • Equity Research
  • Investment Advisor
  • Prop Trading
  • Proprietary Trading
  • Quant

🔹 Global Macro Portfolio Manager | Systematic and Discretionary Trading | Multi Asset | Absolute Return

  • Current Global Macro Portfolio Manager, running absolute-return strategies for a Chicago based fund.
  • Graduated with a BEng (Hons) in Electronic and Computer Engineering from Brighton University (UK).
  • Holds a Post Grad. Diploma in International Securities, Investments and Banking from the University of Reading (UK)
  • MBA from Leicester University (UK)  
  • MSc in Financial Management from the University of Crete. Graduated top of class with First Class Honors – Only student in the cohort awarded this distinction. Perfect Thesis Grade (10/10).
  • Experienced in Systematic analysis, Discretionary macro trading, strategic and tactical multi-asset allocation, equity analysis, as well as building Quantamental models.
  • Worked with hedge funds, family offices, and institutional investors to design high-conviction portfolios focused on risk management and capital preservation.
  • Currently pursuing a PhD in Finance with research focusing on next-generation valuation techniques using econometrics, machine learning, and advanced data methods.
  • Experienced Mentor.
  • Degrees didn't help me lot when it comes to delivering CONSISTENTLY positive returns under different regimes in the markets. I personally got better by learning next to experienced professionals who were already successful in what they were doing.
  • Let me share my experience with you, my own wins and failures and help you succeed in your own professional career especially if you are interested in Global Macro Trading and Cross Asset Research.
  • You can seriously improve your trading and analytical skills and stand out in your firm.
  • London
    • Athens
  • London
    • Athens
New Mentor!
Member since 2025
Private Equity
  • Investment Banking
  • Consulting
  • Private Equity
  • Current Swing and Position Trader (Self-funded)
  • Previously Principal at a leading alternative investments manager headquartered in Abu Dhabi, with $110bn assets under management, responsible of co-investments, direct investments, public equities and fund investment
  • Previously Investment Manager at Abu Dhabi based Sovereign Wealth Fund, responsible of co-investments, direct investments, public equities and fund investments
  • Previously Principal at a global TMT  boutique leading transaction execution, commercial due diligence for private equity funds and strategic advisory
  • Bachelors Degree from Bocconi University and Masters Degree from ESADE
  • Dubai
    • Abu Dhabi
  • Dubai
    • Abu Dhabi
New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Asset Management
  • Current Vice President of M&A at SMBC Nikko, a mid market Japanese investment bank
  • Previous M&A experience at big 4 and regional investment bank in Southeast Asia
  • Currently working in Singapore, with past working experience in Kuala Lumpur, Malaysia
  • Started my career in a boutique Asset Management firm, pivoted to M&A
  • Graduated with a undergrad degree in Accounting and Finance from non Target school, currently a CFA Charterholder
  • Singapore
    • Kuala Lumpur
  • Singapore
    • Kuala Lumpur
New Mentor!
Member since 2025
Hedge Fund
  • Investment Banking
  • Asset Management
  • Private Equity
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Commercial Banking

Hello, my name is Kiran Patel and I am currently a senior investment analyst at KrisDan Management, Inc., a single-family office, based in Naples, FL focused on evaluating public and private companies along with money managers. Prior to joining KrisDan, I worked as an investment analyst at another single-family office called Windancer Holdings, LLC in Dayton, OH and worked as a sales & trading associate (interest rates and foreign exchange derivatives) at Fifth Third Bank in Charlotte, NC. I graduated from Wake Forest University in 2018 with a major in economics and a minor in entrepreneurship & social enterprise. Through mentorship, cold-emailing, and internships I was able to attain a robust base of knowledge amongst many finance career path opportunities, so I am happy to help from anything such as mock interviews, informational interviews, networking introductions, market questions, career path opportunities, opinions on firms, etc. I have experience interning in financial advising, asset management, outsourced-CIO/endowment management, coverage + product investment banking, equity research, and wealth management.

  • Miami
    • Charlotte
  • Miami
    • Charlotte
New Mentor!
Member since 2025
Investment Banking

Graduate from HEC Paris (Grande Ecole Programme) and MIT Sloan (MFin) working as a 1st year Analyst at Lazard in Paris.

Significant internship experience: Audit at Deloitte, Infrastructure Private Equity at EDF Invest, Mid-cap Private Equity at LFPI, Venture Capital at BlackFin Capital Partners, and M&A at Lazard (converted into full-time offer). 

  • Paris

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