Public bio:
Currently a 2nd year analyst in the M&A group at a MM firm who broke into Wall Street from an extreme non-target Broke into M&A investment banking through a rigorous networking and preparation work cycle while managing multiple internships Detailed in how to effectively network and also prepare for technical and behavioral questions Best fit to advise US undergraduate students from non traditional schools break into Wall Street roles
Public bio:
I’m a strategic and operational leader with extensive experience in financial indexing, market data, and high-growth environments. Throughout my career, I’ve helped shape company-wide strategies, drive cross-functional alignment, and lead initiatives that boost transparency and efficiency. I’m particularly passionate about OKRs as a tool to drive strategic execution and align teams around the company’s vision, ensuring that objectives are both actionable and impactful.
I thrive at the intersection of strategy and execution, helping teams transform big ideas into measurable results. I enjoy sharing my insights on how to navigate complex projects, implement OKRs effectively, and build high-performing teams in the financial services industry. Whether you’re just starting out or exploring your next career step, I look forward to helping you grow and succeed.
Public bio:
Have worked in tech corporate strategy for 10+ years, most recently as VP of Strategy, Analytics, and Research at a mid-size, publicly traded tech company.
Over this time, led team of 25+ and also reviewed thousands of applications and interviewed hundreds for roles on my team. Happy to share my experience to help people land these jobs (resume review, etc.) and succeed in them.
Public bio:
Experienced private equity professional with a strong track record in the Spanish mid-market. Progressed from intern to Investment Manager at top-tier funds including Miura Partners, MCH Private Equity, and Alantra Private Equity. Academic background includes a dual bachelor's degree in Industrial Engineering and Business Administration (Universidad de Deusto) and a Master’s in Industrial Engineering (ICAI). Proven experience navigating competitive recruitment processes at all levels (intern, analyst, associate), and later led recruitment efforts at Miura Partners.
Public bio:
Strategic Finance Leader with extensive experience optimizing financial operations across Banking, Venture Capital, and SaaS. Specialized in financial modeling, investor communications, and capital strategy, with a strong track record supporting high-impact fundraising initiatives. Combines deep financial acumen with technical fluency to deliver actionable insights for executive teams. Holds an MBA and has worked across diverse international markets.
Public bio:
Hi! My name is Brad and I am a former consultant from Deloitte and am currently pursuing my MBA at London Business School. At Deloitte I focused mostly on the healthcare provider sector working on long-term strategy and process optimization projects.
While at LBS I have been working for a small private equity team conducting a UK-based roll-up of healthcare businesses, supporting their M&A pipeline and financial due diligence activities.
Public bio:
My #1 goal is to create value for students, including academic achievement and real world application, whether it be classwork / test preparation, resume / interview coaching or career advice - I am results-driven and want my students to succeed! My education background includes a BA from the University of Illinois (Dual Major - Accounting and Finance), a MBA from Baruch College's Zicklin School of Business (Full-Time Honors Program) and previous technical certifications including Series 7 and 63 Licenses and A+ and MS Networking. I have trained students in formal business classroom settings, as well as mentored and trained junior employees throughout my career.
My early career included being an Accountant at GE Capital and Corporate Trainer for MS Office applications. From there, I moved into Business Development and then pursued my MBA to break into Investment Banking, where I enjoyed a 12+ year career of consistent promotions while gaining extensive experience and deep expertise in business and finance, including 50+ deal engagements aggregating over $7.0B in transaction value. My core competencies and areas of focus for students include:
- Sourcing / new business development
- Project / process management
- Strategic business planning
- Situation analysis / critical thinking / case studies
- Negotiation and transaction execution
- M&A, equity and debt financings, restructuring
- Marketing materials / pitch / presentation preparation
- Valuation analyses / financial modeling / forecasting
- Financial planning, investment analysis and decisions
- Financial accounting (Income Statement, Balance Sheet, Statement of Cash Flows)
- Entrepreneurship and new business start-up considerations
- Mentoring, career counseling and coaching
I look forward to connecting and helping you along your journey!
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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