Public bio:
As a seasoned Head of Delivery leader with over 15 years of experience in various methodologies like Waterfall, Agile, Scrum & Prosci, I have a proven track record of delivering visionary technology programs in Banking, Deep Tech, Fin Tech & Consulting services. I hold certifications in Prince2, PMI ACP, Prosci and CSPO, demonstrating my commitment to continuous learning and professional development.
In my most recent role as Head of PMO APAC at TP ICAP, I led internal strategic business initiatives in APAC, directly managing a team of project managers and the IT Portfolio for the CIO. Prior to that, I was a Director at Bullish, where I managed programs to enable the company to offer services externally to institutional clients. I also served as a Project Portfolio Lead at GFT Group, where I was the face of the company for SCB portfolio of projects. Before jumping into consulting, I worked extensively in private, retail, wealth as well as investment banking sectors in SCB and Credit Suisse, having worn all the hats in IT SDLC.
My core skills include IT portfolio & organisational change management, business & ops strategy, and digital transformation delivery.
Public bio:
Associate at a lower middle market investment bank advising software companies on sell-side transactions. ~9 years of experience, with 6 years in public accounting at a Big 4 (3.5 years in audit and 2.5 in transaction advisory) and ~3 in investment banking. In addition to being a banker, I am a licensed CPA, a small business owner, a startup investor and CFO, and mentor current college students.
Public bio:
📜 My CV in a nutshell:
I have a study background in international business administration (BSc), people & change management (MSc), and finance & control (EMFC/RC). For the past 11 years I've worked as a consultant in financial services in project management, organizational development, (conduct) risk & compliance, people/training/communication roles, as well as coach and mentor.
I have a strong analytical foundation, and I love an intellectual challenge in combination with human impact.
💛 What I am naturally good at (and enjoy doing):
- strategic and critical thinking
- bringing clarity to complexity
- translating ideas into concrete plans and roadmaps
- creating safe spaces for connection, inspiration and growth
- connecting people / teams / cultures
- facilitating team development and career guidance (DISC certified)
- making clear, structured storylines for visions, or projects
- doing qualitative research & writing papers
- designing new formats, approaches, and setups (workshops, team sessions, community events)
👷♀️ The past 11 years, I’ve:
- worked on several international remediation projects (AML, KYC)
- been the bridge between the business and IT for technological (workflow) enhancements in financial services
- facilitated career and team building workshops
- coached/mentored >45 women
- built a strong international female (entrepreneur) community
- supported/coached several foreigners in the transition to a new country/work space
- hosted several retreats
and having lived in many different places and countries;
- intercultural management comes very natural to me
Public bio:
- Current 2nd year analyst at a FoF investing in Secondaries and Primaries
- Have unique insights into typical recruitment processes at secondaries, primaries and co-investment funds
- Knowledge includes typical behavioural and technical questions, key pitfalls and how to phrase your story to secure the role
- Previously worked at a private equity firm focused on primaries, secondaries and co-investments and in investment banking at a TMT group
- M.Sc. in Finance from top university
- Fluency in English
Public bio:
I am seasoned financial professional seeking opportunities to mentor new graduates and recent hires to the finance industry. I have worked in several roles and areas in commercial and investment banking in the U.S. and Japan.
Public bio:
- Current and prior CFO at start-up businesses achieving $20MM+ in gross revenues within first 3 years.
- Prior executive at non-profit credit fund focused on economic development financing through non-traditional lending products.
- Credit administration leader for super regional bank's portfolio in a Southeastern state ($3+ billion commercial portfolio).
- Experienced in all aspects of commercial banking from sales management, underwriting/portfolio management, credit operations.
- Experienced in multiple types of credit such as corporate banking, public finance, SBA lending, higher education and non-profit lending, and asset resolution.
- Highly knowledgeable in organizational change management and process improvement.
- Top graduate from an industry-leading financial leadership development program at one of the biggest regional banks in the Southeast.
Public bio:
- Sell-Side Investment Banker with 3 years of experience in the Industry.
- Helping early-stage growth companies raise equity (Seed and beyond)
- MBA in Finance
- CFA Level 2 Candidate
Public bio:
- Currently a research analyst at a >$30bn AUM asset manager. Work in the credit (performing and distressed) investments team.
- Previously worked on the investments team at a distressed/special sits hedge fund.
- Spent ~2.5 years on the sell side in publishing research and desk analyst roles.
- Undergraduate degree in Finance.
- Heavily involved in women in finance organizations/industry groups.
Public bio:
Currently an MBA candidate at NYU Stern. Prior to business school, I spent five years in the commercial real estate industry. Specifically, I started my career as an analyst at a public net-lease retail REIT, Agree Realty Corporation, where I worked in the firm's transactions and finance departments. After two years at Agree, I moved San Francisco to take a position at a real estate-focused private equity fund, Stockbridge Capital Group. At Stockbridge, I worked in a portfolio / asset management function where I covered the firm's value-add fund series.
Post-MBA, I plan to either return to Stockbridge / another real estate-focused private equity fund or work in LMM private equity.
Public bio:
European Leveraged Finance Buy-Side Analyst | ex-Private Equity (Africa) | Led 50+ interviews for analyst, internship, and off-cycle roles
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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