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
3 Sessions
Member since 2020
Corporate Development
  • Investment Banking
  • Corporate Finance
  • Harvard MBA with over 10 years of career coaching experience, interview prep and resume review
  • Non-target undergraduate program
  • Fixed Income Research, U.S. Food, Beverage and Consumer Products at Barclays
  • Debt Capital Markets, Latin America at Bank of America Merrill Lynch
  • Program manager for Investment Banking and Research internship programs; successfully placed and mentored interns at Goldman Sachs, Morgan Stanley, Bank of America, Lazard, RBC and various bulge bracket and boutique banks
  • Corporate Finance, FP&A and Customer Analytics/Strategy roles for global airline 
  • Chicago
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
Venture Capital
  • Investment Banking
  • Private Equity
  • Corporate Development
  • Currently, he focuses on venture and growth investments in early to mid-stage companies that provide innovative technologies across the supply chain for a global CPG brand. He is the sole investment professional in the group that evaluates, executes, and manages deals for the parent organization.
  • Previously, he worked at a VC platform and fund, sourcing, evaluating, and executing Seed to Series A investments.
  • He also worked within Business Development at a $30B+ private equity fund, where he was a key member of the deal sourcing team that identified and evaluated investment opportunities across the family of funds (growth equity, buyout, credit, spec. situations)
  • He began his career as an Analyst at J.P. Morgan Private Bank.
  • He is actively involved in a few philanthropic organizations.
  • 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 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 2019
Equity Research
  • Asset Management
  • Sell-side associate at a MM bank working under a seasoned analyst (VP) covering 19 restaurant companies.
  • Prior role as an associate investment analyst working primarily in equity research and portfolio construction at a large investment management firm.
  • Undergrad (double-major in Economics & Finance) at a non-target liberal arts institution. Served as head of the student investment fund, fraternity president and varsity baseball captain.
  • CFA Level II Candidate
  • Boston
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 2025
Sales & Trading
  • Commercial Banking
  • Corporate Finance

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”.

  • London
Excellent
5
3 Sessions
Member since 2017
Real Estate
  • 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
  • New York City
    • San Francisco
  • New York City
    • San Francisco
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

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