Public bio:
I am a master’s student in Quantitative Economics at UCLA with a strong background in data analysis, statistics, and programming. My experience includes quantitative research, financial data analysis, and model development using Python, SQL, and Excel. I am particularly interested in applying analytical methods to solve real-world business and investment problems. I enjoy turning complex data into clear insights and value work that combines rigorous thinking with practical impact.
Public bio:
I am a finance economist specializing in fiscal policy, financial markets, and applied economic modeling, with a strong focus on the interaction between public policy and financial outcomes. My work centers on evaluating how tax reforms, public investment, and macroeconomic policies affect economic performance, asset pricing, and household welfare.
I have extensive experience designing and implementing quantitative models to assess policy scenarios, including excise taxation, energy pricing, and fiscal adjustments. My approach integrates sectoral dynamics, financial channels, and distributional effects, allowing for a comprehensive assessment of how policy shocks transmit through the real economy and financial systems. I regularly translate complex model outputs into clear, actionable insights for policymakers and senior decision-makers.
My background includes experience at the Central Bank of Armenia, where I developed expertise in monetary policy, financial stability, and macroprudential frameworks. This experience strengthened my understanding of the linkages between fiscal policy, financial markets, and macroeconomic stability.
I hold a PhD in Economics and maintain a strong research agenda in finance, including asset pricing, banking, and monetary policy transmission. My work emphasizes the integration of economic theory with practical financial applications, particularly in the context of policy design and evaluation.
I am particularly interested in the role of fiscal and financial policies in shaping market outcomes, managing risk, and supporting sustainable economic growth in both advanced and emerging economies.
Public bio:
Strategic Executive & Adaptive Leader | Driving Organizational Excellence and Performance
I am a high-impact leader with over 10 years of experience navigating complex organizational challenges and driving sustainable growth. My career is defined by a commitment to operational excellence, strategic clarity, and the ability to build high-performing, cross-cultural teams in rapidly evolving markets.
Thrive at the intersection of strategy and execution, I specialize in bridging the gap between high-level vision and measurable results. Whether scaling a growing Business Unit, leading a major corporate pivot, or managing intricate stakeholder ecosystems, my approach is rooted in transparency, data-driven decision-making, and long-term value creation.
In addition, recognized for my ability to synthesize information into actionable insights and for fostering an environment of innovation and accountability. I am currently exploring executive or leadership and strategic advisory opportunities where I can leverage my experience to solve high-stakes challenges and contribute to a mission-driven organization.
Public bio:
David McEwen has more than 40 years of experience in equity research, portfolio management consulting and financial writing. As the former Chief Investment Officer for a listed company, he advised on a 10-figure asset base. He has managed equity portfolios, overseen broking and analysis teams, advised high net worth private clients, built fintech startups.
He founded the McEwen Investment Report, which has analysed equities in the US and international markets for over 27 years.
David mentors finance professionals seeking to:
• Add real-world insights to theoretical equity research and valuation skills
• Communicate investment ideas with clarity and conviction
• Transition into buy-side or advisory roles
• Avoid common behavioural and analytical pitfalls
His mentoring focuses on real-world judgment, practical frameworks and the skills that differentiate top-performing analysts and investors.
Public bio:
With hands-on experience on a flow equity derivatives desk at Société Générale, client advisory at Bloomberg, and as COO/ Chief of Staff to the Chief Economist & Global Head of Research at BNP Paribas CIB, I have developed a deep understanding of complex financial products, institutional investors’ needs, and cross-functional execution.
Fluent in English, French, and Vietnamese, I thrive in dynamic, fast-paced teams and aim to design and deliver tailored investment and hedging solutions for global clients.
Public bio:
Originally from Austria, living in Madrid since 2013, I'm the founder and facilitator of Little healthy habits. My mission is to transform the wellbeing, workplace and teams of the companies I collaborate with, from start-ups to multinational companies.
How? My interactive programs (available in English, Spanish, German) are a combination of my Corporate experience in Leadership and Sales, my travels around the world, my passion for music and several training in Yoga, Meditation, Mindfulness and Neuroscience.
You can find all the details and my clients' testimonials on my website: www.littlehealthyhabits.com
Public bio:
Kenton Robbins
Chairman – Lead Advisors
Profile
Senior business leader and advisor with 25+ years’ experience in business growth, strategic transformation and governance across multiple sectors. Specialist in leadership coaching, stakeholder engagement and organisational strategy. Provides strategic oversight and direction to support robust decision-making and delivery confidence.
Key Skills
- Strategic leadership and governance
- Stakeholder engagement at executive level
- Insight synthesis and narrative framing
- Mentoring and coaching senior leaders
Relevant Experience
- 25+ years of commercial experience with Director-level roles in large UK FMCG organisations.
- Provides advisory support to the EE leadership team, contributing to organisational growth, strategy, and client engagement.
- Brings deep understanding of aligning organisational purpose with stakeholder expectations.
Relevance for this Tender
Kenton’s experience will ensure clear, strategic oversight of the identity development process, tailored to leadership priorities and informed by business rigour. His expertise in narrative alignment and executive engagement capability strengthens the credibility of client interactions and outcomes.
Public bio:
I am an Independent Business Transformation Advisor with experience leading organizational change initiatives for both public and private sectors. I have a proven history in business & digital transformation, organizational transformation & restructuring, and cultural change. My expertise includes integrating acquisitions, establishing governance frameworks, and building high-performing sales and business development functions.
Public bio:
CPA, CA with 18+ years of experience across public and private sector organizations in Canada, including senior roles in financial reporting, performance analytics, and corporate strategy. Most recently, I led reporting and strategy at Infrastructure Ontario, working closely with executive leadership and the Board of Directors on performance reporting, KPI frameworks, and strategic initiatives.
My experience spans Big 4 (PwC), publicly listed real estate (Dream Unlimited), and complex, multi-entity environments. I specialize in translating financial data into clear insights for decision-making and communicating effectively at the executive level.
In parallel, I am actively involved in teaching and mentorship through my work with CPA Canada and CPA Ontario, where I evaluate and coach candidates on structured thinking, case writing, and professional judgment.
I’m particularly interested in mentoring professionals who want to move beyond technical accounting into more strategic, high-impact roles, improve executive communication, and position themselves for senior leadership.
Public bio:
With over 25 years of experience as a Global Business Analyst and Agile Product Owner, I’ve had the privilege of helping organizations transform the way they work — from streamlining processes to launching innovative applications used around the world. I love connecting the dots between business needs and technology, working closely with teams and leaders to turn complex challenges into clear, actionable solutions. My strength lies in quickly understanding project goals, building genuine relationships, and guiding teams toward results that make a real impact. Having worked across industries and cultures, I bring adaptability, curiosity, and a hands-on approach to every project.
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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