Public bio:
Experienced practice leader with more than 20 years of consulting experience in the Financial Services sector, fully dedicated to the development of Insurance and Banking services.
Specialized in Risk Management, regulatory and Solvency II matters, leader of teams with high profile and skilled professionals expert of FS projects.
Key skills gained with the major market players range from Governance & Organization to Risk measuring & modelling, sustainability and ESG Risks, Capital Management, Data Quality, IDD, Basel II/III.
Secretary of the Italian association of insurance Risk Managers, the CROFI Forum (www.crofi.it).
Author of several publications, articles and books on Insurance, Risk Management and Regulation.
Adjunct Professor at Master in Insurance & Risk Management – MIRM in Trieste.
Public bio:
+25 years multinational company HR leader plus
+10 years High tech leadership coach
Public bio:
I’m an experienced Equity Research & Investment Analyst at Invesco EMEA, specializing in UK & European equities and covering over 20 stocks across diverse sectors. I blend rigorous quantitative analysis with a compelling narrative to craft high-conviction investment ideas that align with ESG principles.
Driven by deep dive research—including conversations with management, industry experts, and sell-side analysts—I build detailed three‐statement models incorporating DCF and peer multiples to deliver recommendations designed to generate measurable alpha.
Previously a trainee analyst at Invesco, I built a strong foundation in modeling and accounting, ramping up to cover 10 companies. Before that, I worked in transaction advisory at KPMG and PwC, where I sharpened my skills in valuations, due diligence, and data analysis. During this time, I also contributed to the governments’ $10 billion housing initiative—performing feasibility studies and working closely with financial and government leaders on the project’s master plan.
Public bio:
Senior Investment Associate at Al Ahly Capital Holding - Private Equity. MBA and Master of Business Analytics & Big Data from IE Business School. Passed all 3 CFA exams. Previously worked in corporate banking at Commercial International Bank. Graduated with BS in Economics.
Public bio:
I have over 22 years of experience in the global asset management industry, where she has held senior leadership roles across the GCC, Middle East, Africa, and Europe. Alongside her finance career, she is actively engaged in the wellness and longevity space, bringing together expertise in strategy, human potential, and conscious living to shape innovative solutions for individuals, corporations, and governments.
Public bio:
Currently working as an investment manager at VidaCaixa (largest insurance asset management company in Spain) focusing in private markets and based in Barcelona. Previous experience as an investment analyst at Legal & General managing the internal balance sheet across a wide range of asset classes.
Graduated from the ESADE's BBA in 2018 and London Business School's MFA in 2021.
Public bio:
I’m a strategist and builder at the intersection of finance, risk, and AI — focused on turning complex systems into scalable, high-impact businesses. With experience across Citi, JPMorgan Chase, Deloitte, and mission-driven consulting, I’ve led work in credit, market risk, analytics, and data strategy for fintechs and emerging SaaS companies.
I thrive in high-stakes environments where sharp thinking, clean execution, and long-term vision matter. My work is about one thing: designing smarter systems that compound — in capital, technology, and people.
Beyond the spreadsheet, I’m obsessed with personal mastery, global exploration, and building a life that matches ambition with meaning. Always learning. Always building. Playing the long game.
Public bio:
Valencia Tong is an award-winning writer and digital marketer. She serves as a Global Board Member and Marketing Lead of Columbia Venture Community (CVC), one of the largest and most inclusive entrepreneurship-focused communities in the Columbia innovation ecosystem with 6,000+ members globally in 50+ countries. She creates meaningful connections through community building and growth of the ecosystem of VCs, startup founders, academics, and business professionals by spearheading the CVC monthly community events newsletter with 10.5k+ subscribers.
Moreover, she serves on the SXSW Pitch Advisory Board and is an organizer at Startup Grind. In addition to her role as a juror on the selection panel of Scholastic Art and Writing Awards, she also mentors entrepreneurs at various startup events such as Women in AI Global Responsible AI Hackathon. Valencia serves on the ArtTable Impact Initiatives Committee, in which she makes strategic decisions for empowering the next generation.
She is an expert in luxury lifestyle branding and has spearheaded marketing campaigns for businesses, law firms, and non-profits. Previously, she oversaw an e-learning platform with 150,000+ users and led a team of EdTech engineers and content developers.
Public bio:
I specialize in early-stage high risk investment in developing countries with impact / ESG goals
Professional with a Bachelor of Technology - B.Tech (Mechanical Engineering) and MBA(Finance & Operations) from one of the top ten Indian Business Schools
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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