Public bio:
Zack Slavin is a licensed CPA and managing partner of Mid Beach Advisory. He leads the firm with extensive private equity, corporate finance, accounting, and transaction experience -- the firm specializes in providing wholistic, technology-driven solutions for company operations and management, quantitative analysis, systems implementations, finance/accounting integrations, capital management, and optimizing business processes.
Zack founded Mid Beach Advisory LLC to provide accounting, tax, and advisory services to businesses and individuals in the United States. He currently serves as an advisor to Causeway Equity Partners, an investor in US buyout and growth funds. Prior to Causeway, he was employed at a mid-size investment office where he was responsible for the financial oversight and strategic growth of portfolio companies. Previously, Zack was a manager at a aviation tech startup and a PE fund. He began his career at Deloitte in Miami, Florida, USA.
Public bio:
First-year MBA student at IIM Bangalore, India, one of the most prestigious and toughest business schools in the world to get into (QS 2024 Global MBA rank #53 and 0.21% admission rate). Previously did buy-side and sell-side due diligences, corporate financials benchmarking, and strategy pieces at BCG. CFA L1 passed, L2 candidate (May 2025). BBA in Finance. Incoming Summer Investment Associate at Edelweiss Alternatives ($6.7Bn Mumbai-HQ'ed PE firm).
Public bio:
- His passion for real estate began when he started creating his own investment portfolio
- He started his Commercial Real Estate career as a commercial real estate broker after transitioning from active duty to the Naval reserves in 2016
- He provides a client-first service with leasing and sales
- Graduated with BSc in Mechanical Engineering and an MBA
Public bio:
If you are at a non-target school and want to break into a boutique / middle-market firm out of college, I can be a great resource for you!
I graduated from a non-target state school that places 0-1 graduates in investment banking each year. I was a part of my college's investment club and learned financial modeling, equity research, and other finance skills from that group. I also leveraged the group's alumni to network with people in equity research, investment banking, private equity, and corporate strategy.
I secured an internship in corporate banking and then, during my senior year of college, got consulting offers from 2 of the Big 4 and 2 investment banking analyst offers at middle-market firms. The offer I accepted was eventually rescinded due to me graduating during the COVID-19 pandemic and I was able to secure another full-time offer at a technology-focused boutique investment bank. I closed 3 M&A deals while in investment banking.
After ~1.5 years of investment banking, I networked with people in corporate strategy, private equity, and venture capital before becoming an investor at a corporate venture capital firm, investing out of a ~$200M fund for a large cap technology company. I've been in my current role for 2.5 years and have been apart of 3 completed investments.
I have a lot of great relationships with friends in equity research, private equity, and investment banking and have helped review resumes of numerous friends and colleagues.
Public bio:
Every day, I challenge myself with a simple yet profound question - how can I help others and make a meaningful impact?
Throughout my 10+ years career across Investment Banking, M&A and Capital Markets, I have built a strong value catalogue at the cross-roads of finance, deal execution, strategy, sales, and business development. Capitalizing on this unique blend, I have closed more than $20 billion of deal volume, working with prestigious private equity funds, investment banks and other financing institutions.
In my spare time, you will find me exploring the world as a multilingual globetrotter, fluent in English, Spanish, French, and Arabic. With a penchant for immersing myself in new cultures, I have traveled to more than 30 countries, each destination adding a new layer to my understanding of people.
I am committed to fostering a culture of continuous learning and mentorship, drawing inspiration from the words of Dr. Maya Angelou: "When you learn, teach. When you get, give."
If you want to be successful as an investment banker, private equity investor, credit lender and want to learn from my 100,000 hours, don't think twice and reach out to me. I will be happy to help you in your journey!
Public bio:
- Built finance function and infrastructure from ground up as a Group Financial Controller
- Pre-IPO readiness project, ramped up company and finance function to be IPO-ready
- SOX internal control assessment and remediation
- M&A integration of a US group of companies in California into HQ finance in Singapore
- Group restructuring initiatives to reduce compliance cost, free up team resources to focus on strategic and value-adding businesses
- Spearheaded Oracle Netsuite accounting system implementation across US, China, Singapore, Malaysia, Philippines
- Controllership - Financial reporting, month-end close, optimization projects, processes, and policies
- Treasury and cash flow management
- Graduated as a Chartered Accountant with ICAEW, The Institute of Chartered Accountants in England and Wales
- Conversational proficiency in Mandarin, Cantonese and Malay
Public bio:
- Assistant Vice President – Business & Client Strategy at a Singapore-based multi-family office and MAS-regulated VCC platform
- Leads execution across investment operations, fund governance, and firm-wide transformation initiatives in a USD 4bn+ AUM environment
- Strong execution-driven background spanning multi-fund operations, compliance coordination, process automation, and cross-border initiatives
- Master of Science in Finance from the National University of Singapore, with an accounting foundation
Public bio:
- Current Vice President Investment Advisory at Citigroup Covering Ultra High Networth individuals (Over 50MN+) (LATAM REGION)
- Previously spent ~4 years at JP Morgan in their Private Wealth Management Divission, primarily working on growing their High Networth Business (10-25MN Target) (LATAM REGION)
- Graduated with a BBA from Villanova University
- Fluent in both Spanish and English
- CFA Chartholder & Division I Athlete
Public bio:
Ivy League educated woman in Finance with Chinese and Russian heritage having worked in 3 major financial hubs
Public bio:
As someone considered to have an "offtarget CV" I broke into investment banking from a CRE background through persistence and hustle, completing over two years of internships during my bachelor’s degree. Along the way, I gained experience at ABN AMRO, DZ BANK, and Greenpeak Partners before moving into my current investment banking role, where I am also responsible for junior hiring.
Having navigated the recruiting process myself and reviewed countless applications from the other side of the table, I know both what it takes to break in and what firms are looking for. I’m passionate about mentoring and helping aspiring professionals achieve their goals in IB, and I enjoy sharing practical insights from my own journey.
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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