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Based in Singapore since 2004, I am a seasoned structured finance leader with more than 20 years of experience in structured credit, leveraged finance, and private credit across Asia-Pacific. I have a proven track record in building and leading high-performing teams, driving profitability, and structuring complex financings for conglomerates, private equity sponsors, and family offices. I am also recognized for establishing new business platforms, enhancing portfolio returns, and originating landmark transactions across emerging and developed Asian markets.
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A lecturer in Innovation and Entrepreneurship and course developer at the University of Adelaide. Holds a Ph.D. from the Queensland University of Technology (QUT), where the research focused on incentivizing female entrepreneurship in Bio-MedTech under the supervision of D/Prof Dietmar W. Hutmacher and A/Prof Shane Mathews, nominated for the Outstanding Doctoral Thesis Award. Also holds a Master’s in Marketing Management and a Ph.D. in Management Sciences from the University of Guadalajara, specializing in neuromarketing and neuroeconomics. Professor at UdeG (CUCEA) and as a sessional academic at Griffith University and QUT, and participated in entrepreneurship programs at Boston University, Arizona State University (ASU), and QUT.
As an entrepreneur, serves as CEO and co-founder of Atellier Organic, a sustainable jewelry brand, and founder of EVA Academy, an initiative supporting women entrepreneurs in vulnerable sectors through grants from the U.S. Department of State, IREX, and ASU. With Atellier, was finalist in TIC Jalisco 2021 by the Young Americas Business Trust (YBAT) and the Organization of American States (OAS), and winner of the Women and Business Contest at the Pacific Trade Show 2019 in Toronto. Selected as a fellow of the Young Leaders of the Americas Initiative 2020–2021 by the U.S. Department of State and IREX, and invited by YBAT and OAS as an entrepreneurship delegate to the IX Summit of the Americas.
As an academic, participated in the Santander X Entrepreneurship Educator’s (SEE) Program by Santander and OXENTIA, presenting an initiative to foster student entrepreneurship. Named 2021 IMF Youth Fellow by the International Monetary Fund; finalist in Falling Walls Science Breakthroughs of the Year 2021 (Future Learning) and Inter-American Prize in Innovative Educational Models in Higher Education (MEIN-2022). Recognized by Expansión Magazine among the 30 Business Promises 2025 as a leading innovator, and selected for the VV Visionaries Program 2024 by Vital Voices and Estée Lauder Emerging Leaders Fund, honoring 50 global women leaders.
The research on women’s entrepreneurship in Bio-MedTech, developed with QUT, Monash University, and ARC CTET, was finalist in University Startup World Cup 2022, and Queens Commonwealth Trust Network. Received the Audience Award at Falling Walls Brisbane 2023, and presented findings at the HPAIR Harvard University Conference 2024.
Has mentored women entrepreneurs through international NGOs based in the U.S. Member of SNI CONAHCYT, recognizing excellence in scientific and technological research
Public bio:
- Investment, pensions, and actuarial specialist with extensive experience across asset management and consulting organisations
- Brings deep technical expertise alongside strong commercial insight and practical leadership experience
- Experienced in supporting complex decision-making and strategic thinking at senior and board level
- Committed to mentoring professionals on career development and progression, technical and professional standards, leadership development, and effective decision-making
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Here to help everyone.
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Finance professional with experience in ESG research and financial services, combining analytical expertise with real-world client engagement. My work includes evaluating companies through financial and sustainability lenses, covering risk analysis, governance, and ESG integration.
I mentor candidates aiming to break into finance roles, with a focus on ESG, risk, and entry-level opportunities. I support with resume building, interview preparation, and understanding how to position yourself effectively in competitive markets.
My approach is practical and structured, helping candidates bridge the gap between theoretical knowledge and real-world expectations in finance careers.
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Career transition: FP&A > Equity Research > Investor Relations / Financial Communications
Strategic investor relations and financial communications leader with a background spanning across investor relations, financial communications, equity research, and FP&A. Track record of translating complex information into clear, compelling narratives for the investment community, strengthening investor and analyst engagement, and optimizing shareholder composition. Proven ability to partner with executive and cross-functional teams to shape narratives and communicate financial performance. Deep expertise in capital markets and complex situations including public listings, M&A, shareholder activism, and other reputational challenges. Ability to meet tight deadlines in fast-paced environments requiring attention to detail and strict confidentiality. Prior agency clients include Meta, eBay, Walgreens Boots Alliance, CVS Health, Dick’s Sporting Goods, Booz Allen Hamilton, Cognizant, Viacom, ABB, Qurate Retail Group, Applied Digital, Ouster, Bloom Energy.
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Finance professional focused on building structured, scalable finance functions for growing organizations. I have been responsible for developing financial infrastructure from the ground up, establishing core finance processes including financial reporting, accounting coordination, accounts payable and receivable management, payroll support, and financial documentation. Beyond operational responsibilities, my role has involved supporting leadership through financial analysis, performance monitoring, and structured reporting, helping translate financial data into insights that support strategic planning and informed decision-making. A growing focus of my professional development is the application of artificial intelligence within finance operations. I actively study how emerging AI tools can enhance financial workflows, improve analytical capabilities, and enable more efficient and forward-looking finance teams. I am particularly interested in the continued evolution of the finance function toward more analytical, technology-enabled, and strategically integrated roles within organizations, especially in environments where finance leaders play a central role in operational clarity and strategic growth. Alongside my work in corporate finance, I maintain active exposure to global financial markets, trading and investing in multi-asset instruments including forex, cryptocurrencies, indices, futures, and commodities.
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My aspiration is to become a person with an understanding and knowledge of different industries, businesses and overall economy, while also having technical proficiency to possess a complete set of qualitative and quantitative skills.
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Manager at CMHC with a background spanning the Bank of Canada, Moroccan Central Bank, and capital markets. I've led enterprise risk programs, AI/data initiatives, and financial resilience projects across three continents. I hold a PMP, MBA (Telfer), and am pursuing a PhD in AI. I mentor professionals navigating careers in risk management, financial services PM, government roles, and AI in finance. Bilingual French/English. Happy to connect if you're breaking into finance, transitioning roles, or targeting the Canadian public sector.
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DAVID H. MARX
PERSONAL VALUE POINTS (7)
1. Extensive Experience and Expertise
- With over 58 years in the financial services industry, you possess a wealth of knowledge and expertise that adds significant value to your clients and consulting engagements. Your long tenure indicates a deep understanding of market dynamics and client needs.
2. Client-Centric Approach
- Your history of building strong, personalized relationships with clients showcases your commitment to understanding their unique objectives and risk tolerances. This client-focused mindset is essential in delivering tailored financial solutions.
3. Leadership and Mentorship
- As President of DHM Consulting LLC and a mentor in various programs, you demonstrate strong leadership qualities. Your role as a mentor highlights your dedication to guiding others in their professional journeys, fostering growth and development in the next generation of financial advisors.
4. Community Engagement and Advocacy
- Your active involvement in community service, particularly in melanoma advocacy and career guidance for students, reflects your commitment to making a positive impact beyond the financial realm. This dedication to advocacy and education underscores your values of service and support.
5. Recognition and Credibility
- Your numerous awards and recognitions, such as the Chairman's Council and the Washingtonian Magazine All-Star Stock Broker Award, illustrate your credibility and excellence in the field. These accolades reinforce your reputation as a trusted advisor and leader in financial services.
6. Strategic Thinking and Problem Solving
- Your skills in strategic planning, organizational development, and problem-solving are critical in navigating complex financial landscapes. This ability to think strategically allows you to provide insightful guidance and effective solutions to clients.
7. Public Speaking and Communication Skills
- Your experience in public speaking and participation in forums indicates strong communication skills, which are vital for conveying complex financial concepts to clients and stakeholders effectively.
8. Commitment to Continuous Learning and Development
- Your ongoing involvement in professional development initiatives, such as serving as a FINRA Non-Public Arbitrator, shows your commitment to staying informed and engaged in the evolving financial landscape.
9. Networking and Relationship Building
- Your extensive network within the financial services community and your role in the Sigma Chi Career Advantage Program highlight your ability to connect people and create opportunities for collaboration and growth.
10. Advocacy for Patient Rights and Education
- Your work with melanoma organizations demonstrates your passion for patient advocacy and education, emphasizing your values of compassion and support for those affected by serious health issues.
These value points not only reflect my professional qualifications but also my personal values and commitment to making a difference in the lives of others, whether through financial advising, mentorship, or community service.
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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