Public bio:
I am the founder of Apertavia and work privately as a life and career counsellor. After more than 20 years in senior corporate roles across Europe and Australia, I chose to follow what mattered most to me: supporting people through change. I hold a degree in International Business from HTW Dresden, Germany, and completed postgraduate studies at UNSW in Sydney.
I later trained with the Australian Institute of Professional Counsellors (AIPC), including specialised training in adolescent counselling. Today, I combine real-world experience with a grounded, holistic approach to help people gain clarity, confidence, and direction during key life and career transitions.
Public bio:
- Current Founder and CEO at 9extlevel Co. Ltd. (Japan) and Solver Information Consulting (China), focusing on market entry and primary insights for healthcare, deep-tech, and AI startups.
- Financial Advisor for primary market, specializing in Series B and C financing
- Master of Financial Management from Rotterdam School of Management, Erasmus University.
- Previous Head of Primary Market (Greater China) at Capvision Group, leading a team covering 400+ global private equity, venture capital funds and consulting firms.
- Previously spent ~3 years at Caixin CEBM Think Tank as Regional Institutional Sales Director, focusing on macroeconomy research. Had led mutual fund clients' global corporate access activites to US, Japan and EU.
- Graduated with a Bachelor of Commerce, major in Marketing and Information Systems from The University of Auckland.
- Native proficiency in Mandarin and Fluent in English.
Public bio:
Analyst 2 at EB in NYC
Non-target, International, Non-traditional route
Public bio:
I am currently finishing up my 2nd year MBA at a non-target grad school in NYC. I went to a non-target undergrad and then on to law school before doing a brief stint in big law. I pivoted and started my own startup in the tech / fitness space. Exited through a sale of the company ~2 years later. I advised early stage startups before going back to get my MBA so that I could pivot into Investment Banking. I was fortunate enough to secure an offer at a well known large bank in their tech coverage group in San Francisco where I will be returning after graduation.
I believe I can provide the most value to those who are coming from non-target backgrounds, career switchers, and people who don't identify with the traditional banking path.
Looking forward to speaking!
Public bio:
Daniel is finance professional with a background in Business Administration and a Master’s in Finance. My career has spanned family office investing, corporate development, private equity, and restructuring across Latin America, the U.S., and Europe. I’m currently based in Madrid, working as a Valuations & Restructuring Specialist at Lexaudit & Concursal. My experience combines hands-on operational leadership with strategic investment and advisory work. My long-term goal is to found my own private equity firm focused on value creation in the lower middle market.
- Current Valuations & Restructuring Specialist at Lexaudit & Concursal, advising companies on financial viability, restructuring, and turnaround strategies
- Previously Associate at Elium Capital, a boutique private equity firm focused on digital and service-based businesses
- Served as Interim CFO at Brain Agency Tres Sesenta S.L., helping scale the business and securing top-tier clients such as Meliá Hotels and Yves Rocher
- Earlier experience in corporate development at Palmares de Zacapa in Colombia, focusing on M&A and strategic growth initiatives
- Started career at Ballestas Group, a Miami-based family office managing investments across real estate and private equity
- Hold a Bachelor’s in Business Administration and a Master’s in Finance
- Fluent in Spanish and English
Public bio:
- Experienced in wealth management and investment strategies, specializing in high-value financial solutions and cross-border opportunities.
- Strong academic background with advanced degrees in finance and economics, consistently recognized for academic excellence.
- Award-winning analytical skills, with top honors in prestigious competitions and published research in finance.
- Global perspective with professional experience across major financial markets and fluency in multiple languages.
Public bio:
Provider of international business development strategies, successful plan execution, including partnerships and M&A. Extensive international career, with a highly collaborative management and working style.
Public bio:
JC Oelofse is a visionary global executive and investor with over three decades of experience leading high-impact transformations across retail, finance, infrastructure, and venture capital. As the Chief Strategy and Investment Officer at Evago Global Capital, he guides investment strategy and business transformation for a diverse international portfolio.
JC has held senior leadership roles across continents, including serving as Group CEO of AEO Holdings, where he led a $450M business transformation and scaled operations across multiple sectors. He has founded and grown successful businesses, driven post-merger integrations, and advised boards on governance, ESG, and growth strategy.
An advocate for innovation and sustainable impact, JC blends executive leadership with a hands-on approach to digital transformation, capital structuring, and stakeholder alignment. He holds an MBA from Boston College and has completed executive programs at Northwestern University and Carnegie Mellon.
JC is a frequent keynote speaker, mentor to C-suite executives, and an active contributor to nonprofit leadership, with a global footprint across New York, London, Pretoria and Nairobi .
Public bio:
Leader in banking and financial services with over three decades of experience across global markets, private banking, and transformation. Impressive track record of leading large teams, navigating complex regulatory environments, and driving strategic transformation across multiple regions.
Venky held senior roles at Citigroup in Global Markets Risk Management and Private Bank Investments, and then Deutsche Bank as Regional COO, Head of Strategy, and Business Head for Asset & Wealth Management division. His expertise covers Investments, Treasury, Asset & Liability Management, Risk Management, Governance, and Corporate Strategy, with a proven ability to drive turnarounds, manage start-up operations, and lead high-stake transformations.
He has worked on large-scale mergers, provided consultancy on critical transformation projects, and trained board-level executives on business strategy. His leadership and influence includes expertise in building sustainable operational structures that align with evolving global market trends and regulatory landscapes.
He holds an MBA from IIM – Ahmedabad (gold medalist), alongside CFA & CPA certifications. Additionally, he is a Certified Mediator, specializing in conflict resolution for client and employment-related disputes, making him a trusted advisor in sensitive and complex negotiations.
As an ICF-certified coach, Venky has mentored senior leaders/ executives. His expertise in strategy, transformation, and leadership development makes him a trusted partner for C-suite executives navigating global challenges.
Public bio:
- Executive Coach with extensive background in the investment field.
- CFA Charteholder and licensed coach.
- Expertise with institutional consulting and private wealth advisory.
- Proven track record in coaching towards career progression and business goals.
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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