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
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Find Your Mentor with Filters Below

New Mentor!
Member since 2026
Commercial Banking
New Mentor!
Member since 2025
Corporate Finance
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy
  • Risk Management

Hi, I’m Rashaan — a Vice President in FP&A at Citi with over 7 years of experience across top firms like JP Morgan, American Express, and HSS. I specialize in strategic finance, balance sheet optimization, capital markets, and FP&A leadership.

Alongside my corporate work, I’m also an entrepreneur — I co-founded and operate a vending machine business that serves residential and commercial clients across New Jersey. That dual lens allows me to mentor from both sides of the table: whether you’re scaling your financial career in a large organization or thinking like a founder, I can help you sharpen your decision-making, financial strategy, and communication skills.

I recently completed my MBA from Boston University and am currently pursuing the CPA. Over the years, I’ve built models that support $2.5T+ in assets, advised on securitization strategy, and helped shape how Fortune 100 companies plan for the future — all while growing a business from the ground up.

If you're looking to break into finance, pivot roles, or bring sharper strategy to your career or side hustle — I’d be glad to help.

  • New York City
    • Miami
  • New York City
    • Miami
New Mentor!
Member since 2026
  • Londrina
    • São Paulo
  • Londrina
    • São Paulo
New Mentor!
Member since 2025
Real Estate

I am a Real Estate Investment Strategist providing CRE focused investment management solutions for existing, transitional, and to-be-built commercial real estate projects. I evaluate, advise, structure, and execute commercial real estate deals nationwide, agnostic to property type, deal cycle, and strategy.

About Me
• Real estate investment strategist with 10 years experience (Wall Street, Capital Markets, Private Equity and Development)
• Master's in Real Estate (Fordham University)

  • New York City
  • New York City
New Mentor!
Member since 2026
  • Lausanne
New Mentor!
Member since 2026
  • Atlanta
    • Huntsville
  • Atlanta
    • Huntsville
New Mentor!
Member since 2025
Management Consulting
  • Commercial Banking
  • AC Accredited and Gallup-Certified Strengths Coach focused on leadership, career and business development for finance professionals
  • Former Executive Director at JPMorgan Chase with 17+ years of experience in upper, middle-market Commercial Banking
  • Built and led client portfolios in new markets, managed analyst teams, and oversaw associate development across the southeast
  • Designed and launched an internal coaching program at JPMorgan focused on top talent retention
  • Currently coaches high-achieving investment, private and corporate bankers, CFOs, and finance professionals on executive readiness, business development, and sustainable high performance
  • Expertise in front-office banking, leadership strategy, team dynamics, and navigating complex organizational change
  • BBA in Finance and Masters of Public Admin
  • Washington D.C.
    • Chicago
    • New York City
  • Washington D.C.
    • Chicago
    • New York City
New Mentor!
Member since 2025
Corporate Strategy

Strategic and operations leader with 5+ years of experience across SaaS, healthcare, and emerging tech sectors. Currently at Workday, driving strategy and transformation initiatives. Previously led new ventures and operations at Elemy (health-tech unicorn) and spearheaded business growth projects in blockchain infrastructure at SkyChain Technologies. 

NYU Stern graduate with a focus in Finance and Organizational Management. Skilled in financial modeling, cross-functional leadership, and data-driven decision-making.

  • Vancouver
    • New York City
  • Vancouver
    • New York City
New Mentor!
Member since 2026
Asset Management
  • Asset Management

My name is Michael Youssef, and I am an investment and operations professional based in Dubai with more than 16 years of experience across asset management, fixed income trading, treasury, middle office, and investment operations. My career has spanned several leading financial institutions in the Middle East, including Daman Investments, Beltone Asset Management, Misr Capital Investments, and Beltone Brokerage.

Throughout my career, I have worked on portfolio and fund operations, fixed income and money market trading, cash and liquidity management, NAV oversight, performance measurement, risk monitoring, treasury operations, and client reporting. More recently, I have been involved in wealth management operations, system migration projects, process automation initiatives, and the launch of new investment products.

Academically, I hold an MBA from Rome Business School, earned the Certified Portfolio Manager (CPM) designation, and passed CFA Level I.

I joined WSO because I believe it is one of the best communities for finance professionals to exchange ideas, learn from experienced practitioners, and stay connected with global industry trends. While much of my experience has been focused on the MENA region, I am keen to broaden my exposure to international markets, deepen my understanding of investment management best practices, and engage with professionals working across investment banking, asset management, private equity, and hedge funds. 

I also look forward to contributing to the community by sharing insights from my experience in fixed income investing, treasury management, investment operations, performance analytics, and process optimization. I am always interested in discussing market developments, portfolio management, operational excellence, and career growth within the financial services industry.

Looking forward to connecting with everyone.

Michael Youssef
Dubai, UAE

  • Dubai
    • Cairo
  • Dubai
    • Cairo
New Mentor!
Member since 2025
Prop Trading
  • Investment Banking
  • Consulting
  • Non-profit

Hi!  My name is Nate.  I am from California's Central Valley but have spent the majority of my life in San Diego.  I attended Point Loma Nazarene University for my 4-year undergraduate degree - a BA in International Business.  My international focus was on US/EU, US/UK, and US/CN relations, and my studies in these fields took place at Cambridge University in the UK.  

Throughout my life, I have lived in a number of places....here in the US, Costa Rica, Mexico, and the UK.  

My business career has been in mortgage banking, specifically Capital Markets.  

*I have worked in pretty much every position in a mortgage firm and have worked in both large and small organizations.  

*My most recent job has been at a top 7 mortgage bank called Plaza Home Mortgage.  There, I managed interest rate risk through a hedge of residential mortgage loans and mortgage backed securities (MBS) and US Treasury Options and Futures.  In addition, I served on the Interest Rate Risk Committee, Product Development Committee, served as the department liaison for all internal and external audits, margin call management and was on the team that designed our firm's proprietary operating system.  

*My true expertise is in proper risk management, finding inefficiencies in the market and acting on them, and in trade execution.  These skills have been developed and tested through 20 years good times in the market and bad.

*I have consulted with GLG on the side for several years now and have assisted a number of clients with their questions related to the mortgage industry, structured debt, and the Capital Markets.

*Hobbies include swimming, piano, cooking, government and finance, and taking care of dogs.

  • San Diego
    • London
    • Los Angeles
  • San Diego
    • London
    • Los Angeles

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