Public bio:
- Currently an independent sponsor, having previously spent 5 years in private equity at a mid-market PE firm and a megafund
- Prior to private equity, spent 2.5 years in investment banking
- Prior to investment banking, spent two years working at a public accounting firm
- Attended a Canadian non-target
Public bio:
* Currently working at the World Bank - IFC on finance and PPPs issues for over a decade / Int'l Trade and Development
* Has given advice to PE firms in Brazil and in the US
* teach M&A in a MBA in finance
Public bio:
I started my career as an assistant accountant at Robert Walters, before moving into M&A / Transaction Services at Deloitte, then strategy consulting at L.E.K., and finally into buy-side investing in distressed & special situations
I know how tough it is to break into the industry without the standard background — and how important it is to create optionality, position your story, and find other routes into competitive roles
If you’re feeling stuck, unsure how to break into Big4, consulting, or buy-side, I can help. I’ve been exactly where you are, and I know which steps will actually move the needle to get you interviews
Whether you’re exploring Big4, consulting, or special situations investing, I’m here to give you guidance on how to stand out and break through
Public bio:
John spent 25 years working on the buy side in the asset management industry. He started in sales and marketing at Putnam investments where he managed a territory selling institutional products to mid size corporations. After business school at Cornell, he transitioned to an equity analyst position at Putnam Investments focusing on the industrials, energy and basic materials sectors and spent the next ten years working on international and global investment teams eventually becoming the lead portfolio manager for the Putnam Global Natural Resources fund. John was hired at Epoch Investment Partners in 2012 as a co-portfolio manager, managing director and senior analyst focusing on the industrials, consumer, technology and healthcare sectors for the international and global small cap portfolios and became the CIO and lead portfolio manager for both products in 2017. He has a BA from Denison University and an MBA from The Johnson School at Cornell University as well as holds the CFP and CRPC designations.
Public bio:
Adam is a passionate innovator and global thinker with a passion for supporting disruptive ideas that tackle worldwide challenges. His particular focus is on levelling up opportunities in the Global South.
With an MBA from London Business School specialising in Finance and Private Equity, Adam brings a wealth of experience to the table.
He spent 7 years at Citi and a year at PwC in Private Capital and Investment Advisory before pursuing his MBA. In 2022, he further honed his skills through an internship at BCG Africa.
Adam's commitment to leadership and diversity is evident in his completion of the BAME Leadership Programme at Magdalen College, Oxford and the Blavatnik School of Government in 2021.
Adam is a Newton Venture Fellow and also holds a Master of Science (Hons) in Natural Sciences from University College London. He is fluent in English, French, and Arabic.
Public bio:
Assistant Treasurer – Investments with experience spanning public sector treasury management, institutional fixed income markets, and global capital markets. Former Fixed Income Sales & Execution Associate at BNY Pershing and Senior Analyst within Goldman Sachs Global Markets Division.
As Head Mentor at Wall Street Oasis, I help students and professionals break into competitive finance careers through resume reviews, networking strategy, interview preparation, and career coaching. My experience spans Sales & Trading, Fixed Income, Treasury, Capital Markets, Wealth/Asset Management.
Coming from a non-target background myself, I understand what it takes to compete against candidates from top schools and have successfully navigated that path firsthand. My mentoring focuses on practical strategies that help candidates differentiate themselves, build confidence, and position themselves for long-term career success. Former Student-Athlete and lifelong believer that discipline, preparation, and consistency outperform talent alone.
Public bio:
- Experienced Associate at Kearney advising global clients on market assessments, benchmarking studies, industry strategies, and large-scale transformation across technology, telecom, healthcare, defense and industrial goods
- Qualified accountant and started my career in Big 4 Transaction Services, advising on M&A, IPOs, and end-to-end deals - from pre-deal diligence and equity story development to post-deal integration
- Experience across resume screening and interviews as part of recruiting - offering insight into what makes applicants stand out in top-tier strategy firms
- Worked across global markets including Chicago, Atlanta, Dubai, Riyadh, Amsterdam and Abu Dhabi
Public bio:
Jacqueline Churchwell has a background in strategy, product and operations. Most recently, she has built a strategy consulting business earning over $1.5MM in her first 6-months and an apprenticeship-based strategy and finance training company. Prior to this, Jackie led WeWork’s transformation and restructuring after joining to lead strategy for Sebastian Gunningham. Prior to WeWork, Jackie was a Consultant at Bain & Company. She earned an MBA and MS in Social-Psychology from Columbia where she built an e-commerce start-up (winning Columbia’s Entrepreneurship competition and securing funding from Founder’s Fund). Jackie started her career in investment banking at Citi in New York and attended University of Virginia.
Public bio:
• Duke University — Fuqua School of Business MBA — successfully navigated IB, consulting, and PE recruiting simultaneously; received offers from Bank of America Merrill Lynch and UBS in investment banking before choosing PE
• Secured PE internship at Avenida Capital (NY-based private debt fund) through competitive MBA PE recruiting — direct experience with the buy-side interview process from the candidate side
• Joined LIV Capital (Mexico PE fund) and later Patria Investments (Latin America's largest PE fund) through competitive PE recruiting processes
• Senior Manager at EY-Parthenon (strategy consultancy) — led operational turnarounds and due diligences for PE funds across Mexico and Colombia; led post-MBA recruiting for consulting associate roles
• VP of Transformation at Patria Investments — Latin America's largest PE fund; deep experience in healthcare, operations, and strategy implementation for PE-backed companies
• Available to help with: IB, PE, and consulting recruiting strategy and interview prep (fit, case and technical), resume and cover letter review, and career strategy for breaking into finance, consulting and PE from undergrad and MBA programs
Public bio:
Bulge Bracket Leveraged Finance Ana 2 with Restructuring experience and building a SaaS business on the side
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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