Public bio:
I am an executive and leadership coach and the the founder Kaen, a transformational coaching and consultancy company, leveraging my extensive corporate background in financial services with over 16 years of international experience across Europe and the Middle East. I held strategic and leadership roles at global organizations, including Fitch Trading, S&P Global, and Thomson Reuters, spanning leadership, business development, and corporate strategy.
I now focus on coaching and mentoring mid- to senior-level executives, supporting them in elevating their leadership presence, strategic impact, and professional fulfillment. I specialize in guiding leaders through transitions, helping them navigate complex challenges, unlock their full potential, and achieve meaningful, lasting results.
Public bio:
- She is an associate regional director at Wells Fargo Asset Management where she has successfully run two distinct territories representing Wells Fargo's investment strategies and mutual fund capabilities to institutional clients and financial intermediaries.
- Prior to Wells Fargo, she worked in private banking and as a financial representative.
- She with a B.A. in Economics and a minor in Finance.
- She currently holds securities licenses series 7, 63, and 66.
Public bio:
- 7+ years of full-time experience in consulting and strategy
- 5 years at Bain, currently at Jr Manger level, active in recruiting for internship positions
- Key focus of experience at Bain in M&A/Exits and Strategy/VCP for manufacturing, FMCG and retail clients
- Pre-Bain worked at a large European bank, driving it's venture, fintech, new digital products and digitalisation efforts
- Multi-regional expertise, incl. Europe (both western and eastern), US, Asia
- Fluent in English and German
Public bio:
Alex Tong is a PhD-trained finance professional with extensive experience across corporate banking, structured asset finance and consulting. He currently serves as a Senior Solution Sales Consultant at FIS, where he advises Tier 1 and 2 banks in APAC on best practices for lending and credit risk processes.
Prior to his current role, Alex was a Senior Consultant at Altman Solon, where he delivered strategic advice on digital infrastructure transactions. His career is also distinguished by his time as an Associate Director at the Commonwealth Bank of Australia. where over five years he originated over US3bn in structured lending deals.
Alex began his career as a Quantitative Strategist at Macquarie Group while completing his PhD. His research, which focused on the market efficiency of earnings information, led to two "A" journal publications. A Chartered Accountant , Alex is currently enrolled in a Sustainable Finance course to deepen his expertise in managing ESG risks.
Public bio:
Strategic leader with 9+ years of experience in Corporate Strategy, Revenue, Pricing and Profitability growth, and decision making primarily in fintechs.
Currently, I am working as a strategy manager at a stealth fintech venture, focused on crypto integrated digital banking services. Previously, I was part of the Corporate Strategy & Profitability team at Kissht, where I drove pricing and product strategies, optimized monetization models, and navigated fast-paced market shifts. My expertise lies in balancing growth with profitability, ensuring sustainable business impact.
Prior to this, I worked in consulting and corporate strategy roles, where I developed a strong foundation in business problem-solving, data-driven decision-making, and cross-functional execution. As a Chartered Accountant (CA) and an MBA from SPJIMR, I bring both analytical depth and strategic thinking to every challenge.
Public bio:
Finance leader with 11+ years of international experience, including direct support to the Group CFO of ARLANXEO (a subsidiary of Aramco), where I led global strategic finance initiatives.I specialize in financial performance management, business transformation, investor relations, working capital and cash optimization. I’ve presented financials to the executive boards and shareholder representatives (Saudi Aramco) bi-weekly, monthly and led due diligence and execution of transformation programs worth over $450M in EBITDA and $500M Cash impact, and spearheaded financing facilities.Known for combining a sharp strategic lens with operational discipline, I thrive in cross-functional settings, challenging the status quo and delivering measurable impact. Tools like PowerBI, SAP S/4HANA, QlikView, and HFM are core.
Public bio:
Currently he is a Business Development Manager at ION Group focused on creating and maintaining commercial relationships with M&A/Strategy/Corp Dev/C-Suite teams in the US and Canada for the Acuris business unit/subsidiary. Having gained experience with a focus on inorganic growth he wanted to gain experience directly contributing to a company's organic growth so he transitioned to B2B SaaS new business sales / account management, managing the Company's entire North America corporate book of roughly 100 accounts mostly comprised of Fortune 500 companies and publicly-listed entities.
He currently also advises LatAm and US based start-ups as well as small businesses on strategic / commercial matters ranging from revenue improvement strategies, margin improvement strategies, business valuation, WACC calculation and benchmarking, potential investor identification and outreach, confidential information memorandum and teaser development, term sheet/offer review, ROI/IRR/ROIC analyses, data room management to general industry benchmarking analyses, among others.
Prior to ION Group he worked in Investment Banking Advisory with a focus on both sell-side and buy-side M&A and debt private placement transactions in Latin America, having worked at BroadSpan Capital, Deloitte Corporate Finance and PwC Corporate Finance.
Selected transactions worked on, among others, include:
- Sale of one of Chile's top beauty retailers
- Sale of a Chilean private K-12 school
- Acquisition of a Trinidad & Tobago hotel
- Private placement for a Mexico based co-generation player
- Private placement for a Chilean casino/hotel company
- Sale of a Costa Rica based milk company
- Sale of a Nicaragua based telecom company
- Sale of a Trinidad & Tobago based bank
Prior to these roles he also interned at Brean Capital in Equity Research with a focus on US Telecom & Video Games under the Head of Research / Digital Media Analyst.
He broke into investment banking after a year of nonstop networking, coming from a non-traditional background (non-finance/business undergrad and general MS in business).
BA in Journalism, MS in Business from non-target schools
Public bio:
**Former Morgan Stanley & Blackstone Professional | 7+ Years in Finance | Interview Prep & Career Mentorship**
I have 7+ years of experience across Morgan Stanley, Blackstone, and Accenture, with a background spanning Sales & Trading, Private Wealth, Alternative Investments, and Financial Services Consulting in New York and Copenhagen.
I started my career at Morgan Stanley before transitioning to Blackstone's Private Wealth Solutions business and subsequently consulting with leading financial institutions in Europe.
I help students and young professionals prepare for competitive finance interviews, improve their behavioral and technical responses, understand different career paths, and develop strategies for networking and recruiting.
**Areas I can help with:**
- Blackstone / Private Wealth / Alternative Investments recruiting
- Morgan Stanley / Sales & Trading / Capital Markets interviews
- Mock interviews, technical and behavioral preparation
- Resume reviews, networking, and career positioning
- Transitioning between roles within financial services
My approach is practical, personalized, and focused on giving you clear, actionable feedback that you can implement immediately. I’m happy to work with driven students from both traditional and non-traditional backgrounds who are serious about breaking into competitive roles!
Public bio:
Mathematical Engineering graduate who broke into the Italian investment banking sector as a financial engineer. Currently developing C++ cross-asset models for Banco BPM’s Global Markets trading desks.
Public bio:
Break into Investment Banking with insider guidance from someone who’s been exactly where you are and made it to the top. I’m an Investment Banker at Arma Partners, one of the world’s leading boutique tech focused IB firms, with 8+ years of experience spanning Big 4 Accounting, M&A, and executing transactions between £100m and £1bn+ transactions. I know exactly what it takes to go from audit spreadsheets to multi-billion-dollar transactions, and because I’ve done it, and I’ve helped others do it too. Whether you’re a graduate chasing your first IB offer or a Big 4 professional plotting your leap into investment banking, I’ll give you the technical guidance, interview confidence, and strategic edge to stand out and win offers. I look forward to working with you and helping every step of the way.
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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