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

New Mentor!
Member since 2021
Private Equity
  • Investment Banking
  • Private Equity
  • Currently, private equity associate at a middle market fund with ~$10bn AUM
  • Previously, spent two years and a summer at two different bulge bracket investment banks (T2 to T1)
  • Experienced in lateral BB IB recruitment, private equity recruitment, internships etc. 
  • Big Ten non-target academic background
  • New York City
    • Chicago
    • San Francisco
  • New York City
    • Chicago
    • San Francisco
New Mentor!
Member since 2025
Management Consulting
  • Investment Banking
  • Asset Management

Current Risk Consultant at BMO Financial Group, supporting enterprise-wide risk programs and process transformation initiatives.
MBA Candidate at McMaster University’s DeGroote School of Business (Part-Time), with a focus on strategy, financial risk, and operational resilience.
Over 10 years of experience in risk management across financial institutions, with deep expertise in operational, regulatory, IT, and third-party risk, as well as ESG, business continuity, and process optimization.
Former Assistant Manager at Scotiabank, where I led cross-functional remediation programs, built risk analytics tools, and supported multi-billion-dollar risk reduction strategies.
Strong knowledge of global regulatory frameworks (OSFI, Basel, SOX, GDPR, NIST, ISO), risk methodologies (RCSA, KRI, FMEA), and transformation practices (Lean Six Sigma).
Background in consulting, internal audit, and algorithmic trading, with experience delivering governance and cyber risk solutions for both enterprise and high-growth environments.
Fluent in English and Urdu. Based in Toronto, with a long-term interest in financial services innovation, private equity, and strategic advisory.

  • Toronto
New Mentor!
Member since 2025
Management Consulting

Management consulting experience spanning banking, capital markets, private equity, risk and financial services for financial institution. 

Prior consulting companies include Bain & Company and Deloitte. 

Education includes a BBA, MIM, and MBA from top U.S. Business Schools. 

English and Spanish Fluency.

Have also served as a Director and Trustee of major non-profit organizations. 

  • Washington D.C.
  • Washington D.C.
New Mentor!
Member since 2025
Management Consulting

With over a decade of experience leading an equity brokerage in emerging markets, I specialize in investment management, family business consulting, and financial governance. A graduate in Financial Law, I’m also a university educator and trainer, passionate about mentoring future professionals and guiding business families through strategic transformation.

  • Toronto
New Mentor!
Member since 2021
Management Consulting
  • Consulting
  • Private Equity
  • Incoming Investment Associate at sector-specific middle-market private equity fund
  • Previously spent ~3 years at two leading strategy consulting firms, focusing on buy and sell-side due diligence, portfolio value creation, and growth strategy
  • Worked across sectors as a generalist Associate, with specific expertise in the Industrials and Healthcare verticals
  • Graduated from a target Big 10 University in 2018 with a BSE in Industrial & Operations Engineering
  • Chicago
New Mentor!
Member since 2025
Management Consulting
  • Investment Banking
  • Commercial Banking
  • Real Estate

With over 20 years of experience in the financial services industry across Spain, Switzerland, and the Netherlands, I specialize in helping individuals and families make confident, informed financial decisions. I hold the European Financial Advisor (EFA) certification and have a comprehensive understanding of investments, mortgages, insurance, and long-term financial planning.

My approach blends technical expertise with clear, client-centered communication, empowering people to take control of their finances through personalized advice and education. I have worked extensively with expatriates and international professionals, offering tailored solutions that align with their unique cross-border financial needs.

In addition to my advisory work, I’m passionate about financial education and have developed programs aimed at increasing financial literacy for individuals and groups. I’m fluent in Spanish, Catalan, and English, with a basic command of German, which supports my ability to connect with diverse clients across Europe.

My mission is to simplify finance and make it accessible to everyone—whether through coaching, education, or one-on-one advisory services.

  • Madrid
    • Amsterdam
    • Zürich
  • Madrid
    • Amsterdam
    • Zürich
New Mentor!
Member since 2025
Investment Banking
  • Investment Banking
  • Private Equity
  • 4 Continuation Vehicles raised (Single & Multi Asset CVs)
  • $6+bn of M&A closed (Infra / TMT)
  • $10+bn of Leveraged Finance raised
  • $2.5bn of SSA debt raised
  • $100+m of Pre-IPO Equity raised
  • 3 Acquisitions completed (Special Situations PE)
  • Worked across European Bulge Bracket, Elite Boutique and Mid Market banks
  • Experience to date has been focused on financial sponsors (ie PE, Growth Equity and VC funds)
     
  • Have run hiring and interview processes for Summer Analysts, Graduates and Analyst Laterals for over 3 years
     
  • Graduated with a BSc in Finance from a UK Target
  • Conversational proficiency in German
  • London
New Mentor!
Member since 2025
Sales & Trading
  • Consulting

Hi, I’m Jessy!

I’ve traveled solo to over 30 countries, and every journey has taught me something new about the world—and myself. I graduated from the University of Colorado Boulder with a degree in International Relations, along with minors in Spanish and Economics. Later, I earned my Master’s in Applied Finance from the University of Queensland.

After beginning my career in consulting, I made the leap into finance—a transition that wasn’t always easy, but one that’s been incredibly rewarding. I’ve since passed CFA Level I and am currently preparing for Level II, continuing to push myself to grow and explore new possibilities.

Whether it’s through global adventures or navigating career shifts, I believe in embracing challenges, staying curious, and helping others do the same. 

YOU ARE DOING IT, TRUSTV PROCESS.  


 


 


 

  • Sydney
New Mentor!
Member since 2025
Investment Banking
  • Corporate Finance

With over 15 years of leadership experience in investment strategy, cross-border M&A, and portfolio management, I bring a unique global perspective shaped by professional journeys through Hong Kong, Mainland China, the UK, and now Canada. I’ve held executive roles across top-tier institutions such as China Development Bank, Unisplendour, and Barclays, culminating in my current position as Chief Investment Officer at top family office running globally yet rooted in HK.


 

I specialize in guiding early-stage investment decisions, managing complex deal structures, and fostering sustainable growth across industries ranging from new energy to technology. As a former CFO and Investment Director, I’ve built deep expertise in corporate finance, ESG investing, and stakeholder relations. My background in both institutional finance and public sector strategy gives me a well-rounded understanding of the global investment landscape.


 

Now based in Ottawa and pursuing my third Master’s degree, I’m passionate about mentoring the next generation of finance professionals—especially those navigating international transitions, career pivots, or cross-cultural business environments. I also bring experience as a certified national interpreter and an advocate for communication excellence in finance.


 

Whether you’re preparing for interviews, exploring career paths, or looking for insight into the realities of international finance, I’m excited to support you on your journey.


 

  • Toronto
    • Hong Kong
  • Toronto
    • Hong Kong
New Mentor!
Member since 2025
Investment Advisor
  • Asset Management
  • Hedge Fund
  • Risk Management
  • Sales and Trading

I have worked in the Financial Services Industry for 29 years.  I have mentored colleagues along the well.

  • Calgary

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