Public bio:
- 4+ years in real estate debt origination and investment between debt/equity placement, commercial banks, and private equity
- Commercial real estate finance professional able to advise on debt origination and investment career options and strategies to navigate the transition from a commercial bank to private equity.
- Holds a bachelor of science in real estate and finance and a masters degree in real estate finance and development.
Public bio:
My quick profile: By qualification, I am FCPA - Australia, Chartered Accountant from India and Master’s in Commerce from the University of Mumbai. I have received a UAE Golden Visa by nomination in the professional excellence category as "Investment Manager".
I have worked across diverse areas such as Corporate Development, Investment Management, Investment Banking, Corporate Banking and Management Consulting. As the Chief Strategy Officer of Aeries Technology, I was responsible for supporting and executing the Company’s inorganic growth strategy and corporate development initiatives including structuring, mergers and acquisitions, investments, divestments, business combinations (listing on Nasdaq via deSpac route). Prior to Aeries, I have served senior roles in organizations including InCredMAPE Advisory, Centrum Capital and Deloitte. I have successfully closed multiple corporate finance transactions across mergers and acquisitions, private equity, structured financing and capital markets, aggregating to $1bn. I have an extensive network among venture capital funds, private equity funds, family offices and corporates and generated proprietary deal flow.
Public bio:
I'm a Manager in Corporate Finance with 4 years of experience across audit and valuation—all within Big 4/Big 5 firms. I know how these companies operate from the inside and how their interview processes work.
Coming from a non-target university, I understand what it takes to break into competitive finance roles without a traditional background. I’ve leveraged internal mobility more than once, and I know how to approach those transitions—even when you’re not sure who to talk to or how to position yourself.
I also have a strong sense of what top firms look for in junior talent, since I’m currently involved in recruiting and mentoring new hires.
As a CAIA Charterholder, I bring additional insight into asset management and alternatives—and more importantly, I can help you understand whether a certification like this makes sense in your case, and how to position it effectively in interviews.
I’m here to offer honest, actionable advice—just like I wish someone had given me when I started out.
Public bio:
I’m a finance professional at J.P. Morgan with a background in mechanical engineering and a passion for solving complex challenges where traditional finance, crypto, and fintech intersect. I support ultra high net worth clients with tailored strategies across investments, liquidity events, and asset repositioning.
Before J.P. Morgan, I helped build Coinspree, a boutique crypto firm advising high net worth and institutional clients on digital asset strategies, capital raises, and custody solutions. Growing up in Venezuela gave me a deep appreciation for financial resilience and the power of smart, forward-looking planning.
With experience across private markets, financial modeling, and digital assets, I bring a mix of technical rigor and real-world execution. I thrive in fast-paced environments where finance, strategy, and technology meet, always focused on creating long-term value.
Public bio:
Current Trade Finance Officer at Rabobank's Wholesale Platinum team where I help the 40 biggest clients of the country. Rabobank is the 2nd biggest bank of The Netherlands.
Public bio:
Expert Mexican Corporate Banker.
Seasoned Mentor and college professor
Public bio:
- Business Development within the Capital Markets team at Dubai Financial Market (Dubai Stock Exchange).
- Assisting private companies raise capital and guide them through the IPO Process.
- Spent 5 and half years in London across various sales and financial roles within the London Stock Exchange Group.
- Studied Economics and Geography at Lancaster University.
Public bio:
With over 5 years of professional experience at a Big 4 , I specialize in Transaction Advisory (Financial due diligence), following an initial foundation in audit. My work has provided me with extensive M&A exposure across a variety of sectors, including engagements in complex, fast-paced environments. As a Chartered Accountant and having cleared CFA L2, I combine rigorous technical skills with hands-on deal experience in financial due diligence.
Transaction Services is a critical area within deal advisory, playing a pivotal role in helping buyers and sellers understand the true financial picture of a business before a transaction. It goes beyond traditional accounting and auditing—it’s about interpreting financial data through a deal lens and telling financial story behind a deal.
In TS, we dive deep into financial statements, assess quality of earnings, identify risks and opportunities, perform in-depth financial analysis and provide actionable insights that support smarter decision making.
If you're looking to build a career in M&A and want to move beyond pure accounting and auditing to apply your business acumen and analytical rigor to real-world deal scenarios, I can help with practical insights into transaction advisory work, guidance on the required skillset, and preparation for case studies and interviews.
Public bio:
- Currently, a treasury trader at a Singapore digital bank
- Spent 3 years in global markets focusing on regional treasury covering 8 different economies
- Former Financial Services Assurance Associate (Banking and Capital Markets) at PwC Singapore
- Graduated with a Bachelor of Accountancy with a Minor in Risk Management and Insurance from Nanyang Technology University (also receiving offers from bp S&T)
- Passed CFA Level 1
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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