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 2026
Investment Banking
  • Investment Banking Analyst at T3 Global Bulge Bracket Investment Bank, working as a generalist across industry groups, primarily Financial Institutions Group (FIG), Healthcare, and M&A
  • Prior Investment Banking Summer Analyst, supporting transaction execution and coverage work across FIG and Healthcare
  • Bachelor of Commerce from University of Melbourne
  • Former Commercial Analyst in renewable infrastructure 
  • Sydney
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
3 Sessions
Member since 2018
Private Equity
  • Investment Banking
  • Private Equity
  • Accounting

A Vice President with a private equity firm that is focused on growth. He supports all aspects of the firm's investment activities, including due diligence and deal execution for new investment opportunities. He is also responsible for leading financial analysis, evaluating potential investments, and supporting portfolio company operations post-acquisition.

Prior to becoming a private equity investor, he was an Associate with an investment banking firm focused on M&A advisory in the middle market. In this role, he advised clients on mergers and acquisitions, recapitalizations, and other transactions primarily focused on the healthcare sector. Previously, he began his career with a Big 4 accounting firm in its Transaction Advisory Services practice.

  • Philadelphia
    • New York City
  • Philadelphia
    • New York City
Excellent
5
3 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Private equity associate at a megafund in NYC 
  • Restructuring and Energy M&A Investment Banking Analyst (3 years)
  • He spent 2 years working as a peer coach and helping students with resume critiques, career searches, and professional development
  • BS in Engineering and Economics
  • New York City
    • Houston
  • New York City
    • Houston
Excellent
5
3 Sessions
Member since 2025
Investment Banking

Hi! Currently an Associate at a large BB. Started out in Chicago as an Analyst, working on M&A and capital markets deals across Consumer, and Healthcare before pivoting to London. 

Advised on many sellside, buyside, and financing transactions ranging from $100mm to $6bn. 

Before banking, spent time in valuation at Houlihan Lokey and did FP&A at Amazon. I’ve seen the sausage get made from all angles — sell-side grind, buy-side prep, internal chaos. I didn’t have a junior summer internship, didn’t come from a target, and still made it in. So I know how to help people break in the messy way.

Happy to help with:

  • IB recruiting (resume prep, story crafting, technicals)
  • Breaking in as a non-target / international candidate
  • Lateral recruiting & valuation-to-IB transitions
  • Surviving the analyst years without losing your entire personality

If you’re confused, burnt out, or just trying to get in — I’ve got you covered.

  • London
    • Chicago
  • London
    • Chicago
Excellent
5
3 Sessions
Member since 2021
Private Equity
  • Investment Banking
  • Private Equity
  • Commercial Banking
  • Private Credit
  • He is currently a first year full-time MBA student at Columbia Business School

  • Prior to this, He was an associate for 2.5 years at CenterGate Capital within their generalist LBO fund (lower middle market) where he was responsible for the financial modeling, market analysis, and due diligence / execution of acquisition opportunities, as well as the monitoring of existing portfolio companies.

  • Prior to joining this firm, he was an analyst for 2 years within the Leveraged Finance group at HSBC Commercial Bank, focused on sponsor coverage and direct lending in Middle Market Private Equity transactions such as LBOs, Dividend Recapitalizations, Refinancing, and Acquisition Financing. He was involved in all aspects of the transactions including due diligence, financial modeling, industry analysis, enterprise valuation, term sheet negotiation, and underwriting the credit memo. The team originated, structured, and executed sponsor-backed transactions.

  • He was part of the credit training program at HSBC.

  • Passed his Series 79 and Series 63 exams

  • Graduated Summa Cum Laude with a B.S. in Finance

  • An ideal mentor for a non-target student and/or a young professional with a non-traditional background that is looking to transition over to a career within Private Debt / Private Equity or attend a top tier business school

  • New York City
  • New York City
Excellent
5
3 Sessions
Member since 2019
Hedge Fund
  • Asset Management
  • Real Estate
  • Previously with Goldman Sachs as a portfolio manager focused on alternative investment vehicles
  • Specialties: analysis, benchmarking, bonds, customer relations, derivatives, fixed income, foreign exchange, hedge funds, industry analysis, investments, pricing, purchasing, real estate, sales, strategic, swaps
  • MBA
  • Graduated with BS in Industrial Engineering

AMA

Check out his AMA here.

 

WSO Podcast

    • Mexico City
    • New York City
    • Mexico City
    • New York City
Excellent
5
3 Sessions
Member since 2019
Corporate Strategy
  • Investment Banking
  • Consulting
  • Corporate Strategy
  • Currently with online media as a Corporate Strategy Manager
  • Business Analyst at a consulting firm for 2 years
  • Worked as an IB Analyst under the mergers and acquisitions group
  • BS and MEng in Chemical Engineering
  • New York City
    • New York City
  • New York City
    • New York City
Excellent
5
3 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Corporate Strategy
  • Asset Management
  • 2nd year Analyst, advising broader global industrial companies on M&A and capital market transactions
  • Operating experience in Industrial start-up focusing on growth strategy, capital raising, account management, process improvement and liquidity management
  • Previous Industrials middle-market advisory experience across Infrastructure, Industrial Technology, Specialty Chemicals, Aerospace & Defense and Diversified Industrials
  • Internships spanning VC, PE, M&A and Corporate Strategy for a Fortune 20 company
  • B.B.A. in Finance
  • AMA link
  • New York City
  • New York City
Excellent
5
3 Sessions
Member since 2023
Private Equity
  • Private Equity
  • Mumbai
    • Boston
    • New York City
  • Mumbai
    • Boston
    • New York City

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