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
Charles Pontvianne
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Excellent
5
35 Sessions
Member since 2019
Asset Management
  • Asset Management
  • Equity Research
  • Currently a buyside Equity analyst covering Global Financials, with sell-side experience (spanning special situations, consumer retail and technology) prior to joining the current firm
  • Graduated with Bachelors of Mathematics (Statistics)
  • Toronto
Excellent
5
34 Sessions
Member since 2024
Commercial Banking
  • Investment Banking
  • Private Equity

SVP of Asset-Based Lending in Specialty Finance. I have over 10 years of experience in the finance industry, most notably within asset-based lending and specialty finance. I am responsible for originating and executing working capital and/or growth capital to companies with $50 million to $1 billion in revenue. I have extensive experience with private equity sponsored, asset-based, cash flow, specialty, and middle market financings.

  • Atlanta
    • Charlotte
  • Atlanta
    • Charlotte
Excellent
5
33 Sessions
Member since 2019
Investment Banking
  • Asset Management
  • Graduated with a B.S. in Business Administration
  • Began career as a summer and then full-time analyst at J.P. Morgan in Asset Management.
  • Broke into investment banking by joining a tech-focused boutique
  • 6+ years of experience in Tech investment banking, with an emphasis on software, M&A and cross-border situations
  • Recruited to join as a senior associate in the Tech M&A group, focused on the execution of complex sell-side M&A, buy-side M&A, carve-outs and activism defense.
  • San Francisco
  • San Francisco
Excellent
5
32 Sessions
Member since 2022
Private Equity
  • Investment Banking
  • Corporate Development
  • Corporate Finance
  • Second-year associate on the investment team at an energy transition infrastructure-focused investor across the UK, Europe, and North America. Here, I work across two verticals: new investments and corporate/project finance (PF) transactions with our portfolio companies.
  • Previously a first-year associate with the top specialized energy transition/renewable energy boutique financial advisory firm working across all technologies: solar, wind, hydrogen, storage, bioenergy, and electric vehicles. Experience covers both M&A and project finance
  • Former investment banking analyst at a boutique investment banking and advisory firm focused on leveraged & structured finance across energy, infrastructure, and Industrials
  • Previous corporate finance/development analyst with an agric-tech startup helping raise their seed funding round, and brokerage analyst focused on Eurobonds & structured products
  • Industry expertise: Infrastructure, Energy, Energy Transition, Industrials
  • Technical expertise: Financial modelling & valuations (both projects and corporates), transaction marketing materials preparation, company & industry analysis, negotiation, transaction documentation, end-to-end management of deal processes
  • Holds a BSc. in Mechanical Engineering
  • Outside of work: enjoys playing tennis & golf, gym, reading memoirs & business books, and discussing politics
  • London
Excellent
5
32 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Private equity associate at an upper-middle-market fund focused on traditional buyouts
  • Involved in the recruiting and interviewing processes for candidates of all backgrounds, including interns, full-time, and lateral hires.
  • Previously spent 2 years in the investment banking industry coverage at a bulge bracket
  • Actively involved in recruiting (both in investment banking and in private equity)
  • Reviewed hundreds of resumes and actively provide mentorship services to undergraduate students and recent graduates
  • Bachelor of Arts in Economics
  • New York City
    • Boston
  • New York City
    • Boston
Excellent
5
32 Sessions
Member since 2019
Investment Banking
  • Accounting
  • Vice President at an acquisition company. He has worked on multiple deals, including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings within the Industrials space.
  • Previously, served as an Investment Banking Associate in the Industrials Group
  • He has prior experience at big 4 accounting firms working in the transaction advisory practices
  • B.S. in Economics and M.B.A. in Finance



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  • New York City
  • New York City
Excellent
5
32 Sessions
Member since 2024
Private Equity

PE Investor, ex-T2 and MBB (London/Asia)

  • I'm currently a private equity investor focusing on a range of transaction sizes (i.e. $50m growth equity cheques all the way to $500m cheques for LBOs)
  • I have significant experience with growth-oriented investments (with an emphasis on technology/software, but also in other industries with growth angles - e.g. healthcare), with three deals closed
  • I am also a former consultant at both a "T2" firm (one of the big4 strategy arms, where I started my career), as well as MBB, and so have direct experience transitioning between these roles.
  • Looking forward to sharing my learnings over my career, in how to:
    • Win a role - making your application stand out, building a network and excelling at the interview
    • Excel at the role - How to prepare to land well, relationship building within a firm and learning the skillset and responsibilities required of different roles
    • Transitioning between roles - whether its between firms in an industry (T2 to MBB) or moving into PE (as an ex-consultant), I have a lot of direct experience as well as various case studies from close friends and colleagues
  • London
    • Singapore
  • London
    • Singapore
Excellent
5
31 Sessions
Member since 2025
Equity Research
  • Investment Banking
  • Hedge Fund

I have 20+ years of finance industry experience covering investment banking, buyside (long only, hedge fund) and equity research. I have covered the Asian equity markets and have provided mentorship to many members of my team. I am currently managing my own equity research firm focusing on small cap companies. 

  • Hong Kong
Excellent
5
31 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Second-year technology investment banking analyst at a BB with a focus in Software, Internet, and Semiconductor business
  • Previous professional experience includes private equity, management consulting, and corporate banking
  • Graduated with a BA in Finance
  • Chicago
    • Boston
    • Detroit
    • San Francisco
  • Chicago
    • Boston
    • Detroit
    • San Francisco
Excellent
5
31 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Yale University (BA Economics); Harvard Business School (MBA)
  • Wells Fargo Securities (Investment Banking, Consumer & Retail)
  • GCM Grosvenor (Private Equity, Co-Investments)
  • OMERS Private Equity (MBA Intern)
  • Signal Hill Equity Partners (Private Equity)
  • Gladstone Investment (Private Equity)
  • Washington D.C.
    • New York City
  • Washington D.C.
    • New York City

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