Public bio:
I evaluate investments and business development opportunities to make informed decisions by understanding value, risk, and uncertainty. More than thirteen years of experience in valuation, modeling, and transactions, advising multinational companies on business and asset valuations, and modeling for M&A, tax, and strategic decisions. Extensive industry experience in mining, financial industry, and process-driven sectors, delivering advisory services to various clients. Strategic and analytical, along with diverse experience and interpersonal aptitudes to tackle different business challenges effectively.
Public bio:
I am not your typical technologist; I've always held a thirst for learning. My passion led me to focus my research on the intersection of human physiology and technology. Years on I have now found myself immersed in start up ecosystems working with and investing in early stage ventures.
I was a founding member for a startup working on a clinically valid wearable device. During our journey we experienced every challenge and mishap that is synonymous with founding a (hardware) start up. After a few years we reluctantly moved on.
It was a challenging time but it paved the way to be head hunted for a dream role with Apple, where I worked as part of a confidential R&D team on products across the Asia Pacific region. My work is featured in over 400 million connected devices and continues to be part of Apple’s mission to ‘surprise & delight’.
Over the past couple of years I have been investing in early stage companies. In this time I’ve been lucky enough to form a large network of VCs and Angels, as well as super talented founders. Some of these have formed solid relationships where I was able to invest in early rounds of exciting companies. I have co-invested with several notable investors and maintain genuine relationships.
If you're working on something exciting I welcome you to reach out (a warm intro helps but I'm always open).
In my personal time I enjoy a variety of sport and exercise. I'm currently delving into breath control training. I am particularly interested in physiological responses during apnea and various breathing techniques. After committing to training I have hit a 5:00 static hold. I find our ability to train in this environment is truly fascinating. It has helped me immensely with my surfing and BJJ.
Im based in Sydney so I am mindful of the time differences while working with global clients.
Public bio:
I have worked across numerous fields in the financial sector. My career has spanned Private Equity, Fintech, Investment Banking, Sales Trading, and Corporate Finance & Strategy. I bring a unique blend of insight because of my analytical expertise and commercial acumen. My professional journey has equipped me with deep experience in financial modeling, market analysis, and strategic decision-making, while also sharpening my ability to communicate complex ideas clearly and persuasively.
Public bio:
- Ex-Citi & Morgan Stanley in Singapore and Hong Kong, recently relocating to the Bay Area in the United States
- Worked across private banking/private wealth management, portfolio management and investment advisory roles
- MSc from University of Cambridge
- CFA Charteredholder since 2018
Public bio:
Deep knowledge of financial planning and analysis, relationship management and stakeholder engagement, with special attention to financial institutions – and a driven focus on providing value-add direction and solutions.
A strategic-minded, results-oriented finance leader experienced with managing multiple work streams, cultivating strong internal and external relationships, and influencing change.
Public bio:
I’ve had the rare opportunity to build a career across three of the most competitive paths in finance: management consulting, private equity, and quantitative hedge funds.
I began at McKinsey & Company, where I worked on strategic and operational topics across industries. After that, I spent eight years in private equity, progressing through the investment ranks and leading dozens of diligence processes, portfolio reviews, and C-level hiring decisions. More recently, I transitioned into a quant hedge fund, rounding out a cross-disciplinary perspective on how analytical, strategic, and financial skillsets translate across industries.
Along the way, I’ve interviewed over 100 candidates for both investment roles and executive positions in portfolio companies. I’ve also informally mentored candidates into firms like Bain, Blackstone, and Citadel.
What I bring as a mentor is not just interview prep, but long-term guidance—how to think strategically about fit, optionality, and long-term positioning. I’ve been on every side of the table, and I know how hiring decisions really get made.
I now work with a small number of mentees who are serious about building thoughtful, high-performance careers across consulting, PE, and quant.
Public bio:
As a Senior Specialist Corporate Finance at Bayerische Landesbank, I leverage my extensive experience in corporate finance solutions, real estate finance, and debt finance to support the bank's strategic objectives. My expertise spans across various sectors, including technology, IT, and telecom, where I provide senior coverage and guidance
Public bio:
Big 4 Consultancy to Property Development and now in Finance.
Public bio:
I cover banks and financials across the MENA region. Numbers communicate, but it takes the words of an analyst to bring them to life for the investment community. For me, research is about translating complexity into clarity and helping others see the story behind the numbers.
Public bio:
- Investment Analyst at a $350mm AUM Hedge Fund: Focused on research and execution of special situation investments across equity and credit, including merger arbitrage, event-driven strategies, SPACs, and cross-capital structure trades; manages 25–30 active positions and supports portfolio trading.
- Senior Research Analyst at a Boutique Research Firm: Covered ~40 event-driven and special situation equities, publishing 200+ research notes and advising clients on transaction structures, valuations, and trade opportunities.
- Distressed Credit Analyst at a Financial Intelligence Provider: Analyzed ~$90 billion in stressed and distressed debt, evaluated covenant compliance, recovery scenarios, and monitored restructurings across major issuers.
- Event-Driven Research Analyst at a Market News Service: Produced 100+ merger arbitrage reports with insights on deal spreads, target valuations, and regulatory risk.
- Education & Credentials: BBA in Finance & Investments; CFA charterholder; FINRA Series 7, 63, 86, 87; advanced financial modeling skills; conversational Russian.
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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