Public bio:
- Former Vice President in Financial Sponsors Group at a large global bank
- Successfully placed candidates at JP Morgan Tech IBD, Raymond James Industrials IBD, and Microsoft Corp Dev
- Graduated Summa Cum Laude with a BBA in Finance from George Washington University
Public bio:
- Currently, an Associate at a PE firm that invests in middle market companies
- Experience advising on transactions across a broad range of industries such as Media & Telecom, Consumer & Retail and Real Estate, and products including M&A, and restructuring.
- Investment Banking Analyst at Citi in the Media & Telecommunications group
- B.A. in Economics
Public bio:
- Principal at a growth equity / late-stage VC fund affiliated with Credit Suisse, 7+ years experience within the role. Lead deal sourcing, structuring, diligence, execution and recruiting efforts. Started buyside career as an associate at the fund
- Investment focus on technology selling into financial services (Fintech, enterprise software, market structure, robo-advisors, DLT, ad-tech, specialty finance, insurance, regulatory-tech and clean tech platforms)
- Previous experience 3+ years at Credit Suisse in Investment Banking / Equity Research – large-cap TMT coverage
- Prior experience includes merchant banking (Investment Banking + Special Situations Investing) at a JV between a top 5 PE fund and top 3 bulge bracket institution
- Lead recruiting efforts at all levels on both buy-side and sell-side
- BSc in Finance and Management from the Wharton School at the University of Pennsylvania – graduated / navigated early career in the midst of the financial crisis
- CFA Charterholder
Public bio:
Global investment banker with experience across the US, European, and Latin American markets. Secured a bulge bracket analyst role at Bear Stearns through proactive networking from a non-target university and was promoted to associate without attending business school and worked in the industry for over 10 years at Deutsche Bank and Bank of America both in the US and in Europe.
In banking, I was actively involved in campus recruiting, resume reviews, interviews, and led new hire training programs.
After my banking career, I spent over a decade at Training the Street (TTS), a leading financial training firm, accumulating nearly 10,000 hours of classroom experience, training professionals from investment banks, private equity firms, management consultancies, asset management firms, Fortune 500 companies, and top universities/business schools.
Teaching expertise includes:
- Interview preparation (technical and behavioral)
- Financial accounting for finance and corporate valuation
- Financial, business case, and transactional modeling (M&A, LBO)
- Advanced software techniques in Excel and PowerPoint
Currently, I also serve as a faculty lecturer and mentor at a top Business School in Madrid, Spain where I lead annual interview prep workshops and provide one-on-one coaching for students pursuing finance careers.
Public bio:
Former commercial real estate private equity professional with ~7 years of experience in acquisitions and operations
1. Current role: Own and operate a small business dedicated to private property management for HNWIs and UHNWIs (Aig Baile, pronounced "Ike BALL-uh", means "At Home" in Scottish Gaelic)
2. Aggregate Transaction / Operational Volume: $680.4M in total underwriting volume, $15M in total project management volume, and 2.5M square feet of commercial property managed
3. Property Type Scope: Have covered a multitude of property types (acquisitions and operations) - Retail, mixed-use, agricultural, medical office, industrial, office, land, and luxury owner-occupied single-family residential.
4. Institutional Exposure: London-based private family office for a UHNWI investor / entrepreneur; Raleigh-based real estate private equity funds ((2): AUM $1.5B and $8B, respectively); Major global commercial real estate brokerage firms (JLL, Colliers International); REITs (retail, industrial, and office); The United States General Services Administration (GSA); New York-based HNWI specializing in distressed commercial real estate acquisitions during 2020. Consulted for an LA-based UHNWI on a potential international distressed OpCo acquisition.
Public bio:
- Vice President at an Elite Boutique focusing on Restructuring & Special Situations with broad sector coverage experience
- Previously at a Bulge Bracket in multiple capacities including:
- Corporate & Investment Banking with a focus on debt financing for FinTech and Diversified Financials clients
- Macro & Fundamental Equity Research generating top-down and bottom-up analysis to produce trade ideas for buy-side clients
- Fundamental High-Yield & Leveraged Loan Analyst publishing research on credits across the natural resources sector
- Graduated Cum Laude from a non-target state school with a BS in Economics, Mathematics, and Statistics
Public bio:
- Senior Research Analyst since 2017 at Pzena Investment Management a long-only equities investment firm with a disciplined value investing style
- Senior Analyst at Eachwin Capital, a public equities investment fund with a long-term investment horizon and focus on best-in-class companies & management teams (with one hedge fund and one long-only fund), from 2012 to 2017
- Primary sector coverage includes industrials, utilities, materials, and energy industries; geographic coverage includes US, International Developed, and Emerging Markets
- Associate at Barclays Capital in Long-Short Credit Proprietary Trading from 2007 to 2010
- B.A. from Princeton University in 2007, M.B.A from Stanford Graduate School of Business in 2012
Public bio:
- Recently returned to investment banking after spending 4 years in PE and another 4 years in industry as CFO
- Previously CFO of a very large private company and managing their family office
- Previously Executive Vice President at an oilfield services focused mid-market private equity firm
- Previously spent 2 years as IB associate focused on oil & gas M&A and restructuring
- Also has experience as a senior associate at PwC
- Served in US Army - currently a Major in Reserves
- CPA and MBA
Public bio:
Seasoned strategy, finance, and business operations professional with 14+ years of experience across both large corporations and startups. CFA Charterholder with a strong foundation from a top Canadian university. Skilled at bridging strategic vision with financial rigor to drive growth, efficiency, and sustainable results. Brings a proven track record in corporate finance, data analysis, and operational leadership, with a passion for mentoring the next generation of finance professionals.
Public bio:
- Currently, an Associate at a global private equity advisory firm -Consumer/Retail/Internet industry coverage
- Investment Banking - consumer, retail, healthcare, and equity capital market (natural resources and TMT coverage)
- B.A. with Major in Economics and Minor in Spanish
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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