Public bio:
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.
Public bio:
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)
Public bio:
- 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
Public bio:
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.
Public bio:
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
Public bio:
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.
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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