Public bio:
As a former Dutch student-athlete at William Penn University (in the USA), I am a motivated and analytically driven professional. With experience in financial markets supervision, investment advisory, and client research, I bring a strong combination of regulatory insight, financial analysis, and stakeholder communication skills. Holding a degree in Business Management and having held diverse roles within financial markets, I am known for my hands-on, solutionoriented approach, both in team environments and when working independently. Throughout my career, I have developed strong discipline and resilience, complemented by a genuine commitment to teamwork.
Public bio:
Innovative and results-oriented leader with over 14 years of experience in project management. Accomplished in driving the success of large-scale, high-profile projects across industries such as technology, entertainment, education and corporate consulting. Renowned for seamlessly managing cross-functional teams, optimizing budgets, and delivering exceptional outcomes under tight deadlines. Adept at crafting creative strategies, streamlining complex operations, and building lasting relationships with stakeholders to ensure impactful and memorable results.
Public bio:
Fadi Bizri is a tech innovation, investment and training expert with over 15 years of experience.
He co-founded and manages SE Factory, a mission-driven enterprise providing coding bootcamps and tech recruitment for youth in Lebanon. Over the past 8 years, SEF has selected, trained and placed 400+ local graduates with companies in over 10 countries, with the aim to help turn Lebanon into a digital outsourcing destination.
Fadi was previously a partner at B&Y Venture Partners, a $100m venture capital investment fund with a global mandate, focused on investing in highly scalable technology startups.
Fadi also cofounded the first two accelerators in Lebanon, is a mentor/board member at a number of startups and regularly advises on innovation ecosystems, tech investment and tech education.
Fadi holds a Master's degree in Electrical Engineering from the Ecole Polytechnique de Montreal and a Bachelor's degree in Computer Engineering from the American University of Beirut.
Public bio:
Executive Summary
Swiss CWMA-qualified private banker and senior family-office executive with 39+ years’ experience across global private banking, multi-billion-dollar single-family office leadership, and institutional governance. Extensive track record in UHNW relationship management, complex cross-border structuring, multi-asset portfolio oversight, co-investments and M&A, with exposure to major financial centres in the UK, Switzerland, Liechtenstein, USA and UAE.
Former Senior Executive Officer of an ADGM-regulated entity with a clean regulatory and conduct record, and long-standing relationships with prominent Abu Dhabi sovereign institutions, family offices and UHNWIs. As CEO of Figg, built and scaled an AI-driven wealth platform across Switzerland and the UK with hundreds of millions of dollars in Assets Under Platform.
Core Competencies
- Private Banking & UHNW Wealth Management
- Single-Family Office Leadership & Governance
- Multi-Asset Portfolio Management (Public & Private Markets)
- Cross-Border Corporate & Wealth Structuring
- Co-Investments, M&A and Special Situations
- Sovereign & Institutional Relationship Management
- Governance, Risk & Compliance (ADGM, UAE, UK, Swiss)
- AI-Enabled Wealth Insight & Digital Transformation
- Team Leadership, Banker Hiring & Performance Management
- Board, Investment Committee & Shareholder Advisory
Public bio:
Investment & M&A professional with 10+ years’ experience in enterprise
software, M&A, venture capital and strategic investments. Led full deal
life-cycle based on build/buy/partner analysis. Strengths in business
development, sourcing, diligence, financial modelling and C-level
stakeholder management.
Public bio:
Public bio:
Experienced MBA graduate from SDA Bocconi, Italy, with a strong background in M&A deals strategy and a proven track record in digital consulting within the finance and banking industry. With over 10 years of industry experience, I bring a unique blend of financial expertise and strategic acumen to drive successful business transformations and deliver impactful results.
🔹 M&A Deals Strategy: Proficient in leading end-to-end merger and acquisition deals execution, from due diligence and valuation analysis to deal structuring and integration planning. Skilled in identifying growth opportunities, assessing risk factors, and executing transactions that maximize value for stakeholders.
🔹 Digital Consulting: Specialized in providing strategic guidance and advisory services to finance and banking organizations undergoing digital transformations. Adept at leveraging emerging technologies, data analytics, and process optimization to enhance operational efficiency, customer experience, and drive innovation.
🔹 Financial Expertise: Possess in-depth knowledge of financial analysis, financial modeling, and valuation techniques. Experienced in conducting feasibility studies, financial forecasting, and investment evaluation to support decision-making and drive business growth.
🔹 Business Transformation: Proven ability to lead cross-functional teams and collaborate with stakeholders at all levels to drive successful business transformations. Skilled in aligning technology solutions with business objectives, optimizing processes, and implementing change management strategies.
🔹 Client Relationship Management: Strong interpersonal and communication skills with a track record of building and nurturing client relationships. Recognized for providing strategic advice, understanding client needs, and delivering solutions that exceed expectations.
I thrive in fast-paced environments, tackling complex challenges, and delivering tangible business outcomes. Open to new opportunities and connections. Let's connect and explore how we can collaborate!
Public bio:
I’ve spent my career on both sides of the founder journey — co-founding and scaling two startups from idea to exit, and later advising over 50 startups through programs like Hub71, Sheraa, and C3 (Global Ventures & Standard Chartered). As a Principal at Dalma Ventures and now an Investment Banking Associate at Saral Group, I’ve helped founders design scalable operations, secure funding, and navigate growth in complex markets. My experience spans venture building, capital raising, and hands-on execution, all grounded in the practical realities of startup life in emerging markets.
Public bio:
Senior Manager & Entrepreneur, Energy Expert with broad experience in ICT and Digitalization, strong engineering education and strategic vision into business and technology.
Self-starter, thriving in unconventional, dynamic environments where change and pressure are the norm.
Expertise in:
• Energy transition - technologies, business models, compliancy
• Sustainability - strategy, business models, reporting
• Innovation - scouting technologies and trends, screening ventures, fundraising
• Digital transformation - strategy, technologies, project management
• Devising and implementing business strategies to secure achievement of company objectives
• Managing Key Accounts at C-level
• Building networks across industries involving clients, partners and investors, to maximise impact and speed up venture building
Public bio:
John spent 25 years working on the buy side in the asset management industry. He started in sales and marketing at Putnam investments where he managed a territory selling institutional products to mid size corporations. After business school at Cornell, he transitioned to an equity analyst position at Putnam Investments focusing on the industrials, energy and basic materials sectors and spent the next ten years working on international and global investment teams eventually becoming the lead portfolio manager for the Putnam Global Natural Resources fund. John was hired at Epoch Investment Partners in 2012 as a co-portfolio manager, managing director and senior analyst focusing on the industrials, consumer, technology and healthcare sectors for the international and global small cap portfolios and became the CIO and lead portfolio manager for both products in 2017. He has a BA from Denison University and an MBA from The Johnson School at Cornell University as well as holds the CFP and CRPC designations.
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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