Public bio:
- Current Founder at Moonrise Advisors, a startup advisory firm, and angel investor
- Previous Vice President in sell-side M&A at Centerstone Capital, Intrepid Investment Bankers (MUFG), and The Sage Group LLC, with a focus on consumer, e-commerce, and technology
- Previously spent ~2 years in management consulting, primarily focusing on automating fintech solutions for bulge bracket banks
- Bachelor of Science in Business Administration in Finance, Cum Laude May 2016
• School Leadership: NCAA Varsity Athlete, Captain and MVP, Sorority Treasurer - Passed CFA level 1, SIE Exam, Series 63, and Series 79
Public bio:
- Associate in the Corporate Development team at a top education company which is responsible for all M&A activity, corporate finance and corporate strategy
- Prior to the current role, spent 2+ year working at a 4-big firm working in the financial modeling and business valuations team
- Master of Professional Accounting
- Undergraduate degree from top 20 business school
Public bio:
I’m a finance and strategy operator with a background across banking, advisory, and scale-ups, focused on turning complexity into execution. I started my career at ABN AMRO in corporate and structured finance, working with management teams on capital structure, growth financing, and stakeholder management across Europe and Asia.
I later moved into strategy and transactions at EY, where I advised PE- and VC-backed companies on capital, debt, and growth decisions, before joining Nivoda to help build a new business unit from scratch. Across these roles, I’ve worked closely with founders, boards, investors, and advisors, often operating at the intersection of finance, strategy, and execution.
My style is pragmatic, direct, and focused on helping people translate ambition into concrete outcomes.
Public bio:
- Currently, an IB Associate advising US financial sponsors
- Worked on technology and fin-tech merger as an Associate Manager (Corporate Finance)
- BSc Business Studies
Public bio:
DAVID AGYEI MPETTEY is a seasoned project management, PMO governance & strategic leadership professional with cross-sector expertise spanning construction & infrastructure, real estate, finance, public sector and regulatory environments and public benefit organizations (PBOs).
He brings strong capabilities in business transformation, innovation and value-driven portfolio delivery, having successfully steered high-impact, multi-million-dollar projects and structured deals exceeding USD 16 million across diverse industries.
DAVID is globally recognized by the Project Management Institute (PMI) for excellence in project leadership and organizational transformation. In 2025, he served as a Judge for the PMI PMO of the Year Awards, contributing to the evaluation and recognition of outstanding global achievements in project management and PMO governance.
With over two decades of post-graduate, global, transversal industry experience, combined with continuous lifelong learning and strong awareness of emerging industry trends, David focuses on driving organizational transformation through data-driven value maximization strategies.
CORE AREAS OF EXPERTISE
• Project Governance, Business Transformation & Innovation
• Strategic Leadership & Strategy Implementation
• Real Estate, Construction & Infrastructure
• Management Consulting
• Lecturing, Training, Mentoring & Advisory
ACADEMIC CREDENTIALS
• PhD in Strategic Management & Leadership
• Executive MBA in Project Management
• BSc (Hons) in Building Technology
PROFESSIONAL CERTIFICATIONS
• Project Management Professional (PMP) – Project Management Institute (PMI), USA
• Chartered Fellow (FCILG) – Chartered Institute of Leadership & Governance, USA
• Leadership Certification – Harvard
• Certification in Persuasive Writing & Public Speaking – Harvard
SELECTED ACADEMIC CONFERENCES
• Presenter – IAFOR International Conference on Arts & Humanities (IICAH 2024), University of Hawai‘i at Mānoa, Honolulu, USA
• Participant – International Conference on Management, Accounting, Banking, Economics & Business Research (ICMABEBR 2023), Luxembourg
• Participant – International Conference on Opportunities and Challenges in Management, Economics & Accounting (OMEACONF 2023), Nice, France.
FOUNDING ROLE
Founder – Intrastate Global (GH) Ltd. Leveraging multidisciplinary technical and leadership expertise to drive commercial growth and social impact.
Public bio:
Ebrahem Wahba is a skilled investment banking associate at Robert W. Baird & Co., currently based in London, UK. Originally joined Baird in 2023 as an associate of the Tech & Services team in the U.S. ahead of moving to London. Ebrahem provides analytical support on equity offerings, merger and acquisitions and other financial advisory services. With extensive experience in mergers and acquisitions (M&A) and equity offerings, Ebrahem has led and supported numerous high-profile transactions across the technology and services sectors. Prior to joining Baird, Ebrahem worked for LOGIC Consulting as a Strategy Consultant in their Management Consulting Group. Ebrahem Received his MBA from University of Wisconsin Madison with concentration in Corporate Finance and Investment banking and holds a BA in Finance rom The American University in Cairo.
Public bio:
Senior trader working for a prop trading shop specializing in renewable energy and low carbon energy products
Experience in developing and executing origination, logistics and sales strategy around physical commodities
MBA + BA from McGill
Former on-air reporter/anchor (8+ years)
Public bio:
Vice President at a leading private equity firm, specializing in pan-European real estate equity investments, with a focus on acquisitions and asset management
Public bio:
With a strong academic foundation and hands-on experience in the dynamic world of investment banking, I am passionate about guiding aspiring professionals to break into the industry.
After earning a First-Class Honours BA in Economics from Durham University, I launched my career at Barclays Investment Bank, where I currently serve as a Senior Analyst in the UK M&A team. My work spans diverse sectors including Oil & Gas, TMT, Aerospace & Defence, and Consumer Goods. I bring extensive expertise in financial modeling (DCF, LBO, and merger analysis), process management, and navigating the UK Takeover Code.
Throughout my career, I’ve contributed to high-profile transactions, such as advising BHP Group on its proposed $49 billion acquisition of Anglo American, Harbour Energy on its $11.2 billion acquisition, and Onex Partners on its acquisition of Farsound Aviation. These experiences have given me a deep understanding of the strategic, analytical, and interpersonal skills required to thrive in investment banking.
In addition to my professional work, I have mentored numerous students and young professionals aiming to enter the competitive field of investment banking. From perfecting resumes and cover letters to mastering technical and behavioral interviews, I provide tailored guidance to help candidates stand out.
As someone who has successfully navigated the path from student to investment banking professional, I am committed to helping others achieve their goals. Whether you’re seeking advice on breaking into the industry or refining your technical skills, I’m here to provide practical insights and personalized mentorship.
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.
or Want to Sign up with your social account?