Public bio:
Raul Serna is a businessโdevelopment leader and valueโcreation specialist in the solarโPV and batteryโstorage sectors. With more than two decadesโ experience across the renewableโenergy value chain, he has built and scaled integrated powerโproducer (IPP) platforms in the UK, Spain, Italy and Portugal. Raul currently serves as Managing Director of Zero Beta Investments, where he created a local IPP platform, developed a 40 MW solarโPV pipeline and led projects from greenfield to construction and sale. Before this role he was Director at Jinko Power, originating and structuring more than 1 GW of solarโproject pipelines in Spain and 500 MW in Italy, and previously he built and led Canadian Solarโs projectโfinance platform across EMEA, delivering over 142 MW of financed and operational PV projects. Raul is fluent in Spanish, English and German and enjoys tennis, golf and other outdoor pursuits.
Public bio:
Senior data, AI, and transformation leader with C-suite experience across government, consulting, and global industry. Former Chief Data Officer leading a 200+ person function, with prior senior roles at top-tier consultancies and major multinationals, delivering enterprise data platforms, AI-enabled decisioning, and governance in highly regulated environments. Extensive exposure to Oil & Gas, aviation, healthcare, FMCG, and public sector, including advisory work with executive teams in the UK, EU, and MENA. Strong blend of strategy, execution, and stakeholder management, with a focus on translating data, AI, and ESG into measurable business outcomes
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Senior investment leader with 15+ years of experience managing multiโasset portfolios, quantitative strategies, and institutional capital. Expert in portfolio construction, risk management, and alpha generation across equities, derivatives, forex, and digital assets.
Public bio:
I am an FCCA-qualified Finance & Business Leader with 23+ years of international experience across the Middle East, Asia Pacific, and ASEAN. I thrive in both high-growth and mature environments, balancing strategic vision with operational execution to deliver sustainable results.
My expertise spans strategic finance, FP&A, project controls, transformation, restructuring and risk & controls, with accountability for businesses ranging from USD 16M to USD 3B. Known as a disruptive thinker and authentic leader, I challenge the status quo to create value, embed process excellence and empower teams to perform at their best. With deep exposure to manufacturing, oil & energy and leisure industries, I bring a global perspective and a track record of driving innovation, safeguarding multi-billion-dollar assets and cultivating cultures of measurable impact.
Public bio:
Strategic Finance Leader | Investment Expert | Quantitative Researcher| Portfolio Manager | Senior Trader
With over a decade of experience in driving business growth through strategic finance, investments, and quantitative research, I am a results-oriented leader passionate about empowering businesses through informed financial decisions.
*Proven Track Record:*
As CEO of S&B Infrastructure Solutions, I successfully led financial planning and strategic initiatives, ensuring policy-compliant investment decisions. My expertise in financial analysis, market trend analysis, and risk management has been honed through roles as Senior Trader and Quantitative Researcher at leading organizations.
*Expertise:*
- Strategic Finance & Investment
- Quantitative Research & Analysis
- Market Trend Analysis & Risk Management
- Team Leadership & Development
Public bio:
Masterโs in Business Administration with 7+ years of experience in sales, business development, and operations. Proven track record in managing multi-million-dollar businesses, building client relationships, and driving growth. Passionate about helping companies scale and mentoring professionals in finance, business, and strategy.
Public bio:
Rob Morgan
Rob is the Senior Vice President and Market Strategist for Mosaic. In addition to working with clients of Mosaic, he appears periodically on national media outlets to discuss economic and market topics. He is one of the 50 market-watchers who participate in the CNBC Fed Survey before every Fed meeting. He has been Director of Market Strategy for Sethi Companies, Chief Investment Strategist for Fulcrum Securities, President of Dearden, Maguire, Weaver, and Barrett LLC, Investment Strategist at Janney Montgomery Scott, and Chief Investment Officer for Fulton Financial Advisors. Rob graduated cum laude from Vanderbilt University with a Bachelor of Science degree. He continued on at Vanderbilt where he was awarded a Masterโs in Business Administration. Upon graduating from Vanderbilt Rob served as a submarine officer in the U.S. Navy.
@RealRobMorgan
215-485-2222
Public bio:
Rim is a Business Mentor and Sustainability Specialist with over a decade of experience supporting entrepreneurs, startups, and organizations across Tunisia, Africa, and Saudi Arabia. She has mentored youth- and women-led ventures in green business, climate resilience, and circular economy, combining strategic guidance with hands-on program management.
Currently based in Riyadh, she serves as Program Manager and Business Mentor at Trustโin (KSA), where she coordinates incubation programs, designs training modules, manages stakeholder relations, and supports entrepreneurs in transforming ideas into scalable, market-ready projects. Her background also includes leadership roles in environmental project studies, sustainability training, and institutional partnerships with international organizations.
Rim brings a practical, results-driven approach to mentoring, bridging sustainability, innovation, and business development to create measurable social and environmental impact.
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Mario D. Leone is a technology CEO and applied research leader who helps organizations make smarter decisions with artificial intelligence without losing the human element that actually drives results. He is the CEO of Infinite Eight LLC, where his work focuses on turning complex AI systems into tools leaders can trust, understand, and use with confidence.
With more than 30 years of experience across IT, digital behavior, and emerging AI systems, Mario specializes in human AI usability, LLM quality assurance, AI enablement, and decision focused strategy. His strength lies in bridging the gap between how AI is built and how people actually think, decide, and act under pressure.
Mario has led and audited AI initiatives involving data annotation, model evaluation, conversational accuracy, and human feedback loops. He is known for cutting through noise and buzzwords, translating advanced technology into practical frameworks that improve accuracy, accountability, and real world performance.
His leadership philosophy is simple. Technology should reduce friction, sharpen judgment, and give people their time and agency back. AI does not replace good decision makers. It supports them when it is built and deployed with care.
Based in Pittsfield, Massachusetts, Mario works with startups, enterprises, and mission driven organizations navigating AI adoption with clarity, responsibility, and purpose.
Public bio:
๐๐๐๐ง๐๐ฌ๐ก ๐ฉ๐ซ๐จ๐ฏ๐ข๐๐๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐, ๐ฆ๐จ๐ง๐ข๐ญ๐จ๐ซ ๐๐ง๐ ๐๐๐ฃ๐ฎ๐ฌ๐ญ ๐ฉ๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ๐ฌ ๐๐ฌ ๐ง๐๐๐๐๐, ๐๐ง๐ ๐ ๐ฎ๐ข๐๐ ๐๐ฅ๐ข๐๐ง๐ญ๐ฌ ๐ญ๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐ฆ๐๐ซ๐ค๐๐ญ ๐๐ฅ๐ฎ๐๐ญ๐ฎ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐ง๐ ๐ฉ๐จ๐ญ๐๐ง๐ญ๐ข๐๐ฅ ๐๐ก๐๐ฅ๐ฅ๐๐ง๐ ๐๐ฌ. By understanding each client's unique circumstances and objectives, Obenesh can help them navigate the ups and downs and work towards achieving their financial goals. Obenesh will help you learn this skills as well
Frequently Asked Questions
Canโt 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 youโre reading this, youโre 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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