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
4 Sessions
Member since 2024
Real Estate
  • Real Estate

I have professional experience across all facets of the principal side of the business, from real estate private equity to development/investments for a GP. Currently work in REPE. I also began my career in the capital markets intermediary space and have a thorough understanding of debt & equity capital markets, and investment sales advisory.

  • Evaluated and underwritten virtually every CRE product type on the principal side
  • Responsible for broad investment mandate with discretion across all property types, capital structures, and U.S geographies
  • $2 billion in closed transaction experience ranging from core+ to opportunistic, with heavy focus on value add and opportunistic investments
  • Specialty underwriting knowledge in complex mixed-use investments that include office, multifamily, retail, hospitality, and industrial assets - including Argus Enterprise and Excel modeling
  • Dallas
Excellent
5
4 Sessions
Member since 2020
Investment Banking
  • He worked as both a project and a production engineer in the Canadian oil and gas industry
  • His key proficiencies include asset valuation and project engineering/project management
  • Currently an investment banking associate at a global bank
  • Graduated with a Bachelor's Degree in Mechanical Engineering and an MBA
  • Toronto
    • Calgary
  • Toronto
    • Calgary
Excellent
5
4 Sessions
Member since 2023
Corporate Development
  • Investment Banking
  • Corproate Development Director in a publicly-traded software company -- made the transition from IB to Corp. Dev. and into a software company from a non-technical IB group
  • Previously spent ~7 years at a middle market investment bank in the consumer group starting as an associate and getting promoted multiple times
  • JD/MBA graduate degree
  • New York City
  • New York City
Excellent
5
4 Sessions
Member since 2019
Corporate Strategy
  • Accounting
  • Senior Analyst in Corporate Development of F500 company in healthcare
  • Graduated from non-target school with Bachelors and Masters in Accounting
  • Licensed CPA
  • Passed Level 1 of CFA
  • Other experience includes 1 year of audit at regional firm and 1.5 years of financial modeling, valuation, and financial due diligence.
Excellent
5
4 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Experience in private equity, leveraged finance / private debt, real estate, and startups
  • Currently, part of the capital markets team (LBOs, consumer, industrials, healthcare and software)
  • BSc in Business Administration
  • San Francisco
  • San Francisco
Excellent
5
4 Sessions
Member since 2025
Investment Banking
  • Investment Banking
  • Equity Research
  • Venture Capital
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy

Experienced capital markets professional, knowledgable and strategic across the corporate capitalization table for private market companies. Proven successful at client & deal origination, strategy, execution, and management. With a growing expertise in secondary advisory and private capital advisory (PCA) offering GPs, LPs and stakeholders various liquidity solutions.

[High finance] Investment banker providing M&A advisory, growth advisory, corporate finance, secondary advisory, private capital advisory (GP LP led: single-multi asset, secondary facilitation/transaction advisory) focusing on the middle market. Prior, investment & senior sales director for a sell-side fintech focused on CREF & venture-backed debt by providing various credit solutions. [Venture capital] Previously, a decade as investment director for Seven Ventures and Channel 4 Ventures, the CVC funds of two European media groups, focused on growth stage consumer technology investments. [Institutional Sales] Prior, over a decade with Collins Stewart & Merlin Securities, in institutional sales covering hedge funds, mutual funds, pension funds, family offices, and corporate insiders. Both Collins Stewart & Merlin Securities were acquired.

  • New York City
    • London
    • Munich
    • New York City
    • Paris
    • San Francisco
  • New York City
    • London
    • Munich
    • New York City
    • Paris
    • San Francisco
Excellent
5
4 Sessions
Member since 2015
Corporate Strategy
  • Over ten years of Corporate Development, Strategy, and Innovation experience for companies ranging from series A startups to global 500 institutions. Georgia Tech MBA with concentration in Strategy and Innovation.
  • Currently working as head of Strategy and Innovation for the COO at a major US health insurer with nearly $20B in ARR.
  • Spent over five years working for high growth startups of various sizes in capacities ranging from general management with P&L ownership to head of corporate development reporting directly to the CEO. 
  • Companies ranged in size and market from series A to most notably Square in a pre and post IPO capacity, rideshare to drones.
  • Three years spent working for a global 500 aerospace and defense firm as a strategy associate.
  • Two years spent working as a strategy analyst for a small tech firm servicing banks and credit unions.
  • Business school capstone was a seven month engagement with a notable German automaker focused on their future of mobility strategy. Engagement resulted in a notable service product launch still offered today.
  • Atlanta
Excellent
5
4 Sessions
Member since 2025
Hedge Fund
  • Investment Banking
  • Hedge Fund
  • Equity Research

Hello! I would love to work with you and get great joy in helping others progress in their careers. I began my career on the sell-side, spending three years at Goldman Sachs where I focused on biotechnology through roles in both investment banking and equity research. Following that experience, I transitioned to the buy-side, joining a $2.5 billion long/short hedge fund where I covered the healthcare sector. I’m currently a covering analyst at a multi-strategy fund, responsible for deep fundamental research and investment recommendations across a range of healthcare companies.

  • New York City
  • New York City
Excellent
5
4 Sessions
Member since 2015
Investment Banking
  • Sales and Trading
  • Corporate Finance
  • Real Estate
  • Managing Executive of an investment company that makes principal investments in privately held companies in the manufacturing, construction, internet, and technology industries
  • 18 years combined fixed income trading, investment banking, real estate, and business development experience in corporate finance and capital markets
  • Served as a Vice President in Global Structured Finance Group at Citigroup
  • Master’s degree in Applied Economics and an MBA
  • Charlotte
    • London
    • Los Angeles
    • New York City
    • Washington D.C.
  • Charlotte
    • London
    • Los Angeles
    • New York City
    • Washington D.C.
Excellent
5
4 Sessions
Member since 2025
Private Credit
  • Private Equity
  • Private Credit

Experienced credit investment professional with a strong track record in both sponsor-backed and non-sponsor LBO transactions. Currently part of a top-performing credit team, consistently ranked in the top 2 for credit performance over the past four years.

Former Private Equity professional who successfully transitioned into credit investing, bringing a unique, cross-functional perspective to credit analysis and deal evaluation.

Expert in LBO modeling, corporate finance, and accounting, with deep analytical skills and a rigorous investment approach. CFA Charterholder with broad international exposure across North America, Europe, and Asia.

  • London
    • Hong Kong
    • Singapore
  • London
    • Hong Kong
    • Singapore

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