Public bio:
David is a battle-tested an awarded executive with a "Quant-to-CEO" profile. He has managed $4B+ in institutional assets, raised $20M+ in venture capital, and founded an awarded (2019) Cayman-based digital asset hedge fund that delivered a 33.2% annualized return. Currently, he operates as a CEO/CTO hybrid, leading an AI-driven EdTech firm (Playano) where he architects LLM-based or AI native systems amongst also trading system development. He offers deep expertise in multi-jurisdictional compliance (SFC, Cayman), automated trading architecture (Python/C++), and high-stakes corporate governance.
Public bio:
- Current Senior Manager in Family Office at Top 10 Public Accounting Firm
- Previous Vice President at Goldman Sachs - 10+ Years of Extensive Ultra-High Net Worth Wealth Management & Tax Planning Experience
- Previous Senior Client Success Manager at Addepar - in-depth expertise in FinTech
- Graduated with a BBA in Finance with minors in Economics & Italian, GPA 3.94
- Fluent in Italian
- Series 7 & 66
Public bio:
Currently working as an Investment Associate at Xanara, one of the UAE’s leading multi-family offices, Dhanusha specializes in portfolio management, equity analysis, and strategic financial solutions. With almost 5 years of experience in investment research, advisory, and portfolio management, he has a proven track record of delivering actionable insights and driving growth.
Dhanusha is an ACCA member with multiple global and national prizes and is a CFA Level 3 candidate. He holds a First-Class degree in Finance from the University of Sri Jayewardenepura - Sri Lanka, demonstrating both academic excellence and professional expertise.
Public bio:
Current Sr. Manager in Corporate Development, leading acquisitions with purchase prices spanning $2M - $200M
Former Multifamily Developer and Family Office Investment Analyst, focused on real estate acquisitions and mid-market LBO's
BS in Accounting and MBA in Finance
Public bio:
Experienced corporate finance and controlling manager and business consultant with a strong focus on building and leading A&F teams and fostering a culture of efficiency and growth. I have a proven track record in guiding finance and controlling operations for different companies across industries such as constructions, precision mechanics sector and services. By managing teams of different companies and diverse sizes and backgrounds, I cultivate environments where team members are empowered to contribute to accurate, reliable, and timely financial reporting, including P&L statements, balance sheets, and cash flow statements.
My expertise spans digitalization and innovation processes, ERP implementation, reporting, business planning, financial matters, fundraising, and consultancy at the board level. During this last 20 years I’ve developed the following skills: bookkeeping, financial statements, treasury management and financial planning and restructuring; budgeting and business planning; analysis of new investment opportunities; performance analysis; bank & business relationship; search for financial counterparties; extraordinary finance transactions; corporate training in finance and management; maintaining contacts and relations with the various stakeholders: shareholders, directors, external consultants, board of statutory auditors.
Public bio:
Juan Carlos Lascurain-Grosvenor is a principal investor and cross-border deal originator with over a decade of transactional experience across emerging and frontier markets. He leads Grosvenor Square Consulting Group, an international advisory practice active in commodity trade finance, private credit, energy, and real assets across the Gulf, the Middle East, North Africa, Latin America, and Sub-Saharan Africa.
His transactional work spans multiple verticals simultaneously. On the trade finance and private credit side, he structures and intermediates petroleum import and export facilities — including staged facilities in the $10–30M range — secured against pre-sold inventory, benchmarked against Argus and Platts, and governed under Florida law with LCIA London arbitration. He has led the sourcing of $140M in physical agricultural commodities for a major global food manufacturing group, and structured fuel trading and distribution mandates in partnership with a global alternative asset manager.
On the capital formation side, he advises GP sponsors on fund architecture, placement strategy, and fee and carry structuring; brokers introductions to sovereign wealth funds, commodity-focused private equity, trade finance lenders, and Gulf-based family offices; and leads capital raise and market access mandates for luxury and ultra-premium hospitality developments in Saudi Arabia and the Middle East — with active mandates aggregating in excess of $200M, including an ongoing engagement with a leading international hotel management brand.
Juan Carlos holds a Diploma in Private Equity from SDA Bocconi and has completed executive programmes in international taxation (Universiteit Leiden), diplomacy (University of London), banking (University of Illinois), monetary policy (HKUST), and negotiation (Goldman Sachs and ESSEC). He is a Knight of Honor in a Royal Order of the Netherlands and a member of a distinguished financial institution in the City of London. His geopolitical and market analysis has been published in Forbes, The Epoch Times, Washington Examiner, and Benzinga/Yahoo Finance, and he was recognised by XO Leaders US as one of the most influential businessmen of 2023.
He mentors at all career levels — undergraduate through senior lateral — across deal structuring and origination, private equity fund formation, capital raise and brokerage, emerging and frontier markets navigation, and building an institutional-quality professional profile.
Public bio:
I bridge the gap between complex regulatory environments and autonomous digital ecosystems. As a Senior Accountant with deep expertise in US & BR GAAP, I don't just manage books. I architect the intelligence behind them. My trajectory is marked by the fusion of mass communication and technical rigor. As the creator of the "Contador do Rei" project, I led a community of 100,000 followers, translating fiscal complexity into strategic education. Today, at Odoo, I apply that same scale-oriented mindset to technology. What I bring to the table: • AI Architecture: Co-developer of the NotebookLM for Fiscal Localization, creating a "zero-hallucination" framework that reduced response latency by 80% and is currently being scaled to the Argentine market (l10n_ar). • Product Intelligence: Author of the official Odoo Academy training for version v19 (Brazil), structuring technical knowledge for a global partner network. • Operational ROI: Proven track record in high-stakes environments, from recovering R$ 4M in overpaid taxes for global music industry giants to reducing sales response times from 2 days to under 1 hour via AI automation. I am currently leading the transition from legacy, manual accounting to Cognitive Infrastructure, where IA-driven workflows ensure compliance, speed, and profitability. Core Stack: Vertex AI, Google Cloud Platform (GCP), Odoo Architecture, FinOps, US/BR GAAP, and Advanced Data Orchestration.
Public bio:
• Business Growth Advisor, Executive Coach, Consultant, and Entrepreneur with 20+ years of leadership experience across strategy, sales, marketing, operations, and business transformation.
• Former corporate executive with experience at Pernod Ricard, PepsiCo, MGM Cargo, and Marketing Global Brands, leading teams, managing P&L, scaling revenue, and expanding across the U.S., Latin America, Central America, and the Caribbean.
• Founder of Kukenan Group, where I help entrepreneurs, business owners, startups, and leadership teams build clear strategies, business plans, sales and marketing plans, financial visibility, and execution systems.
• Experienced in mentoring entrepreneurs, executives, and professionals on leadership, negotiation, business growth, market expansion, operations improvement, financial discipline, and long term career development.
• Entrepreneurial and advisory experience across payment solutions, renewable energy, functional beverages, consumer products, consulting, and coaching.
• Passionate about continuous learning, AI, healthy living, endurance sports, teamwork, and helping people move from ideas to execution with clarity and discipline.
Public bio:
More than 20 years of financial experience across a range of settings including Big 4, corporate and start-ups in e-commerce and technology space in both APAC and Europe, supported by a relentless and smart approach, have been the core pillars of my career to date. With a passion for developing high performance teams and building high quality relationships, I have an unrelenting and tenacious thirst for creating high quality organisations and finance functions.
Public bio:
Passionate, versatile, and results-driven Full-Stack Software Developer offering an advanced academic background in Computer Engineering and 3+ years of experience driving software design, testing, and optimization activities. Recognized as a strategic problem-solver with a demonstrated record of defining and implementing solutions that drive product improvements and ensure current and future business needs are met. Proven history of contributing to all aspects of project development – from initial design and planning to testing and integration. Confident communicator who builds strong working relationships, generates detailed reports, and effectively collaborates with team and key stakeholders
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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