WSO ACADEMY - LAND THE ELITE ROLE

Find Your Mentor

Dramatically Increase your chance of landing an elite role by joining WSO Academy and gaining access to our 3,500+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 2,500 clients over 14 years.

Alex Banh
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Find Your Mentor with Filters Below

New Mentor!
Member since 2025
Private Equity
  • Asset Management
  • Consulting
  • Private Equity
  • Venture Capital
  • Accounting
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy
  • Other
  • Private Credit

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.

  • Miami
    • New York City
    • Philadelphia
  • Miami
    • New York City
    • Philadelphia
New Mentor!
Member since 2024
Other
  • Consulting
  • Private Equity
  • Venture Capital
  • Corporate Finance

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).

  • Bengaluru
New Mentor!
Member since 2020
Real Estate
  • 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
New Mentor!
Member since 2024
Venture Capital
  • Investment Banking

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. 

  • San Francisco
  • San Francisco
New Mentor!
Member since 2024
Investment Advisor
  • Investment Banking

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!

  • New York City
  • New York City
New Mentor!
Member since 2025
Other
  • Other
  • 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
  • Singapore
    • Singapore
  • Singapore
    • Singapore
New Mentor!
Member since 2026
Asset Management
  • 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
  • Singapore
New Mentor!
Member since 2024
Investment Advisor
  • Sales and Trading
  • Equity Research
  • Investment Advisor
  • 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 
  • Miami
    • Boston
    • New York City
  • Miami
    • Boston
    • New York City
New Mentor!
Member since 2024
Investment Banking
  • Investment Banking

Ivy League educated woman in Finance with Chinese and Russian heritage having worked in 3 major financial hubs

  • London
    • Hong Kong
    • New York City
  • London
    • Hong Kong
    • New York City
New Mentor!
Member since 2025
Investment Banking
  • Private Equity
  • Real Estate

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.

  • Frankfurt am Main
    • Munich
  • Frankfurt am Main
    • Munich

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