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
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

New Mentor!
Member since 2025
Investment Banking

Investment Banking Analyst at Houlihan Lokey, with experience in M&A execution across consumer and industrial sectors. Graduated with distinction from Bocconi. Passionate about corporate finance and private equity. Happy to support candidates preparing for investment banking and private equity recruiting processes.


 

  • Milan
New Mentor!
Member since 2025
Hedge Fund

Trader with wide breath of experience across different markets and products and sides of the street. Experienced in markets, trading, portfolio management and risk management.

  • Convertible Bonds
  • SPACs/DeSPACs
  • Equities
  • Options
  • High Grade Corporates
  • Municipals (Taxable & Tax-Exempt)
  • U.S. Treasurys
  • U.S. Agencies
  • New York City
  • New York City
New Mentor!
Member since 2025
Sales & Trading
  • Asset Management

I’m a senior sales executive with over 10 years of experience across asset management, wealth management, and fintech in Asia-Pacific and North America. My career has spanned roles at global firms including Corpay, Morgan Stanley, and Fidelity, where I’ve led sales of investment products, equity platforms, and FX solutions to private capital firms and financial advisors.

Beyond my professional work, I’m passionate about mentoring the next generation of finance professionals. I’ve been actively involved in mentorship programs at Morgan Stanley and Fidelity, and for the past four years, I’ve served as a mentor with Griffith University.

I enjoy helping students and early-career professionals by offering career guidance, industry insights and navigating the financial services world. Whether it’s preparing for interviews, understanding different career paths in finance, or building confidence, I’m always happy to share what I’ve learned.

  • Sydney
    • Toronto
  • Sydney
    • Toronto
New Mentor!
Member since 2020
Private Equity
  • Consulting
  • Venture Capital
  • An engineer, management consultant, entrepreneur and later a private equity investor
  • Founder of a Vertical SaaS focused private equity firm that brings both capital and operating expertise to help entrepreneurs build sustainable long term business
  • San Francisco
    • Seattle
  • San Francisco
    • Seattle
New Mentor!
Member since 2025
Asset Management
  • Asset Management
  • Private Equity

Chairman • Non Executive Director • Executive Coach
Lived in Netherlands, Luxembourg, New York, and Asia
Invested, managed, and was end-responsible for multi-billion USD/EUR portfolios as an executive in many cross-border solutions
Focused on YOUR growth • Making lasting change • Building robust teams and organizations • Problem solver • Compassionate

  • Amsterdam
    • Luxembourg
    • New York City
  • Amsterdam
    • Luxembourg
    • New York City
New Mentor!
Member since 2025
Corporate Finance
  • Former assistant manager, financial advisory at Deloitte UK; now pursuing a Masters in Finance at LBS.
  • Fully CFA-qualified and ICAEW CFAB certified with 3 years’ experience in financial valuation and modelling.
  • Led valuations across asset management, banking, and infrastructure sectors for private equity and institutional clients.
  • Passionate about mentoring aspiring finance professionals from diverse or non-traditional backgrounds.
  • London
New Mentor!
Member since 2025
Private Equity
  • Asset Management

Dynamic and detail-oriented professional with over 6 years of progressive experience in external audits for different types of illiquid investment funds. Strong background in financial analysis, portfolio valuation methodologies (DCF, multiples) and financial regulatory framework (IFRS and local GAAPs).

Adept at managing teams, with a commitment to deliver high-quality work and fostering strong client relationships within complex, fast-paced international environments.


 

  • Luxembourg
    • Madrid
  • Luxembourg
    • Madrid
New Mentor!
Member since 2025
Sales & Trading
  • Consulting

Vice President – FX & Fixed Income Sales at UniCredit Corporate & Investment Banking, with 7+ years of experience in global markets.

Lead deal execution and advisory across a full suite of FX instruments (Spot, Fwd, NDF, Swaps, Options) and interest rate products, covering G10 and Emerging Markets currencies.

Trusted advisor to C-level executives, delivering tailored hedging strategies for large corporates, real estate funds, and private equity sponsors.

Achieved +110% YoY revenue growth, consistently outperforming sales targets and strengthening client relationships.

International academic background with Double MSc Degree (110/110 cum laude), exchange programs across Europe, India, and the USA, and multiple scholarships for academic excellence.

  • Milan
    • Boston
    • Munich
    • New Delhi
  • Milan
    • Boston
    • Munich
    • New Delhi
New Mentor!
Member since 2025
Other
  • Sales and Trading

Accomplished global risk leader and portfolio manager highly experienced establishing enterprise-wide risk evaluation processes through algorithmic trading, team collaboration, and dashboard creation. Proficient in a wide range of global financial markets, finance technology, risk management methodology, diversification, and investment management systems. Proven history developing market-making groups, expanding teams, and trading successfully through effective portfolio construction and risk monitoring. Completed a bachelor’s degree in Business Administration at the Ross School of Business, University of Michigan.

  • Detroit
    • Chicago
    • New York City
  • Detroit
    • Chicago
    • New York City
New Mentor!
Member since 2025
Commercial Banking
  • Commercial Banking

A results-driven leader with 30+ years in global corporate and institutional banking, I’ve consistently delivered high-impact outcomes by combining deep industry insight with relationship excellence. My career spans Asia, Europe, and the U.S., where I’ve built and led profitable, risk-aligned portfolios and forged C-suite relationships that stand the test of time.

🚀 Recent Impact: Executive Director, ANZ
    •    Lead the GLC/LLC segments, managing some of the region’s most strategic and complex client relationships.
    •    Originated and structured deals contributing over AUD 40M+ in revenue, driving both short-term wins and long-term growth.
    •    Deliver tailored banking solutions by aligning financial strategy with client needs — from local CFOs to global HQs — earning consistent trust as a long-term advisor.
    •    Apply a proprietary “SOS” framework (Sales. Origination. Structuring.) to grow wallet share, launch new business lines, and navigate complex, cross-border financial challenges.

🏛 Past Leadership Roles: Citigroup | HSBC | Barclays
    •    Spearheaded the launch and expansion of strategic banking operations across diverse markets.
    •    Championed innovation by introducing first-to-market financial solutions, deepening engagement with multinational clients and large corporates.
    •    Consistently recognized with client relationship excellence awards, reflecting impact that goes beyond transactional outcomes.

🌍 Beyond Banking
    •    Passionate advocate for mentorship, leadership development, and financial literacy.
    •    Active contributor to initiatives like Mentors Hub, ANZ’s Money Minded, and Samarth, where I help empower seniors in India with prudent financial planning.

Core Strengths
✅ Strategic Origination & Structuring
✅ Executive Client Engagement
✅ Cross-Border Banking Solutions
✅ Portfolio Growth & Risk Optimization
✅ Team Mentorship & Leadership Development
✅ Purpose-Driven Advisory
 

  • Singapore
    • Mumbai
  • Singapore
    • Mumbai

Frequently Asked Questions

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