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.

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Excellent
5
1 Sessions
Member since 2020
Private Equity
  • Investment Banking
  • Private Equity
  • Accounting
  • 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
  • Toronto
Excellent
5
1 Sessions
Member since 2015
Private Equity
  • Private Equity

* 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

  • Washington D.C.
    • Rio de Janeiro
  • Washington D.C.
    • Rio de Janeiro
Excellent
5
1 Sessions
Member since 2025
Private Equity
  • Consulting
  • Private Equity
  • Corporate Finance
  • Investment Advisor
  • Private Credit

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

  • London
    • Madrid
  • London
    • Madrid
Very Good
4
30 Sessions
Member since 2025
Asset Management
  • Asset Management
  • Hedge Fund
  • Equity Research
  • Sales and Trading
  • Corporate Strategy

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.   

  • Boston
Very Good
4
30 Sessions
Member since 2024
Investment Banking
  • Asset Management
  • Consulting
  • Venture Capital

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.

  • Geneva
    • London
    • Paris
  • Geneva
    • London
    • Paris
Very Good
4
30 Sessions
Member since 2025
Sales & Trading
  • Asset Management
  • Sales and Trading

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.

  • West Palm Beach
    • Miami
    • New York City
    • Salt Lake City
    • Orlando
  • West Palm Beach
    • Miami
    • New York City
    • Salt Lake City
    • Orlando
Very Good
4
30 Sessions
Member since 2025
Management Consulting
  • 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
  • Dubai
    • Abu Dhabi
    • Amsterdam
    • Atlanta
    • Chicago
    • Dubai
    • Riyadh
  • Dubai
    • Abu Dhabi
    • Amsterdam
    • Atlanta
    • Chicago
    • Dubai
    • Riyadh
Very Good
4
30 Sessions
Member since 2024
Management Consulting
  • Consulting
  • Equity Research
  • Venture Capital
  • Commercial Banking
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy
  • Investment Advisor
  • Non-profit
  • Risk Management
  • Quant

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.

  • New York City
    • Lisbon
  • New York City
    • Lisbon
Very Good
4
30 Sessions
Member since 2026
Management Consulting
  • Investment Banking
  • Consulting
  • Private Equity
  • Private Credit

• 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

  • Bogotá D.C.
    • Mexico City
    • New York City
  • Bogotá D.C.
    • Mexico City
    • New York City
Very Good
4
30 Sessions
Member since 2026
Investment Banking

Bulge Bracket Leveraged Finance Ana 2 with Restructuring experience and building a SaaS business on the side

  • London
    • Paris
  • London
    • Paris

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