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
Andy Yan
Cindy Wei
Alice Sheng

Find Your Mentor with Filters Below

Excellent
5
25 Sessions
Member since 2021
Investment Banking
  • Investment Banking
  • Consulting
  • 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
  • New York City
  • New York City
Excellent
5
25 Sessions
Member since 2017
Private Equity
  • Investment Banking
  • 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
  • New York City
  • New York City
Excellent
5
24 Sessions
Member since 2015
Venture Capital
  • Investment Banking
  • Private Equity
  • Equity Research
  • Venture Capital
  • 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
  • New York City
    • Atlanta
    • London
    • Zürich
  • New York City
    • Atlanta
    • London
    • Zürich
Excellent
5
24 Sessions
Member since 2024
Investment Banking
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Accounting
  • Corporate Finance

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.

  • Madrid
    • London
    • New York City
    • São Paulo
  • Madrid
    • London
    • New York City
    • São Paulo
Excellent
5
23 Sessions
Member since 2020
Real Estate
  • Private Equity
  • Real Estate

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.

  • San Francisco
    • Los Angeles
    • New York City
    • San Francisco
  • San Francisco
    • Los Angeles
    • New York City
    • San Francisco
Excellent
5
22 Sessions
Member since 2020
Investment Banking
  • Investment Banking
  • Sales and Trading
  • Equity Research
  • Corporate Finance
  • 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:
  1. Corporate & Investment Banking with a focus on debt financing for FinTech and Diversified Financials clients
  2. Macro & Fundamental Equity Research generating top-down and bottom-up analysis to produce trade ideas for buy-side clients
  3. 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
  • New York City
  • New York City
Excellent
5
22 Sessions
Member since 2017
Asset Management
  • Hedge Funds
  • Sales and Trading
  • Prop Trading
  • 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
  • New York City
  • New York City
Excellent
5
22 Sessions
Member since 2018
Investment Banking
  • Investment Banking
  • Private Equity
  • Accounting
  • 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
  • Houston
Excellent
5
21 Sessions
Member since 2016
Corporate Finance
  • Accounting
  • Corporate Finance
  • Corporate Strategy
  • Other

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.

  • Vancouver
    • Toronto
  • Vancouver
    • Toronto
Excellent
5
20 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • 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
  • New York City
  • New York City

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