Public bio:
- Currently pursuing an MBA at Harvard Business School
- Most recent pre-MBA role as a Vice President at a private equity firm in Los Angeles, CA
- Previous experience in venture capital (biotech) and investment banking (sell-side M&A valuations)
- Passionate about mentorship and have interviewed countless candidates for banking and private equity roles - ready to help with interview prep, mentorship, or resume / cover letter review!
- B.A. in Biology
Public bio:
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.
Public bio:
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.
Public bio:
- 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
Public bio:
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.
Public bio:
- Proficient and accomplished commercial real estate researcher with a consulting practice focused on trend pieces, outlooks and guides
- Advises clients on real estate capital placement across a wide spectrum of risk-return profiles
- Practice focuses on investment fundamentals across the real estate debt, equity, commercial and residential sectors
Public bio:
Institutional Solutions Sales coverage of UK and Ireland. Clients include Asset Managers, Banks, Financial Sponsors, Hedge Funds, Insurance Companies, and Pension Funds.
Previous experience in Cross-Asset Structured Solutions Structuring at BBVA London, specialising in the origination of structured derivative based products across Credit, Equities, FX, Rates, and QIS.
Previous to BBVA, I was at a boutique asset management firm, Fortem Capital, where I sat on the Institutional Sales side originating deals on bespoke derivative-based solutions and funds. At Fortem Capital, I was also responsible for proactively managing the secondaries trading book, including P&L maximisation and book risk.
My experience prior to BBVA and Fortem Capital includes a Masters Degree in Finance at Warwick Business School, where I received a scholarship based on Academic Excellence, and also a period of working as a Junior Relationship Manager in Commercial Banking at Allied Irish Bank (GB). I have also spent time studying at UC Berkeley in California, and hold a First Class Honours Degree from the University of Galway, Ireland.
I am a committed and highly driven individual, always seeking to make a positive change to people’s lives. I have a reputation amongst my managers and my clients for being: “driven, great with people, and analytical”.
Public bio:
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.
Public bio:
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.
Public bio:
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He is currently a first year full-time MBA student at Columbia Business School
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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.
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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.
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He was part of the credit training program at HSBC.
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Passed his Series 79 and Series 63 exams
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Graduated Summa Cum Laude with a B.S. in Finance
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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
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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