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

Very Good
4
1 Sessions
Member since 2019
Private Equity
  • Investment Banking
  • Corporate Finance
  • Asset Management
  • Currently, a Partner at a private family office involved in the sell-side and buy-side deals
  • Corporate Finance Manager - head of the capital raising and investor relations
  • IB Analyst (M&A deals) and Portfolio Analyst (Asset Management)
  • B.S. Economics
  • AMA link
  • Manila
    • Hong Kong
  • Manila
    • Hong Kong
Very Good
4
1 Sessions
Member since 2016
Sales & Trading
  • Currently an associate at Bank of America Merrill Lynch
  • 2+ years experience as a trader
  • Experience dealing in short-term US-government paper, swaps, futures and funding markets
  • Toronto
Very Good
4
1 Sessions
Member since 2019
Asset Management
  • Asset Management
  • Private Equity
  • Hedge Fund

19+ years’ experience successfully managing client money, building and developing fiduciary relationships with clients, and providing critical, meaningful investment analysis for client portfolios. Financial professional with a strong history of developing customized portfolios while working extensively with financial planning, trust, and, insurance divisions to provide the client with comprehensive wealth management. Strong knowledge of financial products - equities, fixed income products, mutual funds, ETFs, commodities, Private Equity, Hedge Funds, and SMAs. Graduated with BSc in Economics. MBA.

  • Atlanta
Very Good
4
1 Sessions
Member since 2026
Asset Management
  • Sales and Trading
  • I’m currently a Portfolio Manager at one of the major Canadian ETF providers. Prior to that I was an investment analyst on the Multi-Asset Strategies team at a leading Canadian asset manager. Previously, I worked in global markets (structured products desk) at a major Canadian bank, and as a financial advisor in retail banking.
  • I’m a CFA Charterholder with a MFE and BA in Economics, and I’ve spent 5+ years mentoring students and early-career candidates interested in finance. I regularly help with resume and cover letter reviews, mock interviews, and sharing practical advice on recruiting, networking, and career planning at both the undergraduate and graduate levels.
  • If you’re feeling unsure about your next step, or just want a second opinion on your resume or recruiting strategy, feel free to reach out — happy to chat.
  • Languages: English, Chinese
  • Toronto
    • Toronto
  • Toronto
    • Toronto
Very Good
4
1 Sessions
Member since 2019
Investment Banking
  • Director, ratings advisory (DCM) covering ASEAN and South Asia
  • Worked as a corporate banking credit analyst, 2 years
  • BTech Computer Science
  • MBA
  • AMA link
  • Singapore
Very Good
4
1 Sessions
Member since 2024
Hedge Fund
  • Investment Banking
  • Private Equity
  • Current investment analyst at a generalist $5bn AUM activist hedge fund
  • Previously worked in private equity and investment banking
  • Generalist sector experience
  • Advise on career-changing to buy-side or internationals in finance
  • New York City
    • Chicago
    • Toronto
  • New York City
    • Chicago
    • Toronto
Very Good
4
1 Sessions
Member since 2026
Asset Management
  • Asset Management

Credit Analyst & Portfolio Manager with 3+ years of experience at AXA Investment Managers (NYC) and Ostrum Asset Management (Paris). I advised on commitment decisions worth $700M-$900M and influenced over $10B in portfolio allocations across Business Services, Media, and Software sectors.

I've worked internationally in both France and the United States, and I'm fluent in French, English, and Spanish. I've navigated the full recruiting process for competitive buy-side roles, worked in high-pressure environments, and learned how to succeed in top-tier finance settings.

After my time in traditional finance, I deliberately transitioned toward technology and data analytics, teaching myself Python, data structures, and algorithms. I'm now exploring opportunities that bridge finance and technology.

I'm interested in mentoring students and early-career professionals who are targeting buy-side roles (credit analysis, portfolio management, asset management), navigating career transitions, or trying to break into finance from non-traditional backgrounds. I'm especially helpful for students interested in credit markets, international finance careers, and anyone looking to work in the US or Europe.

I can provide practical advice on: breaking into asset management, navigating the AXA IM and Ostrum recruiting processes, working in NYC as a non-US national, managing high-stakes projects, transitioning between finance and tech, and building a career with an international dimension.

  • Paris
    • New York City
  • Paris
    • New York City
Very Good
4
1 Sessions
Member since 2020
Sales & Trading
  • Sales and Trading
  • Venture Capital
  • Corporate Strategy
  • He spent the previous seven years in Singapore, Hong Kong and China, latterly running the corporate treasury solutions and global markets corporate sales
  • Earlier on in his career, he focused on the distribution of electronic FX and commodities products in Singapore
  • He led the APAC user experience and retention for Uber Eats in Singapore
  • Currently, an entrepreneur in residence at Citi
  • Singapore
    • Beijing
    • Hong Kong
  • Singapore
    • Beijing
    • Hong Kong
Very Good
4
1 Sessions
Member since 2017
Other
  • Investment Banking
  • Currently working as the Vice President of a multi-state cannabis company
  • Experience as an Associate at Morgan Stanley in the Financial Sponsors Group
  • Received MBA from top-tier business school; Co-Founder of the Sports Business Club, Men’s Rugby Alumni Chair
  • 2009 MLB Draft Tampa Bay Rays; Professional Player from 2009-2011
  • Los Angeles
    • New York City
  • Los Angeles
    • New York City
Very Good
4
1 Sessions
Member since 2019
Sales & Trading
  • Equities electronic trader for a bulge bracket Advanced Execution Services.
  • Extensive knowledge of algorithm development and transaction cost analysis.
  • Possesses strong analytical skills to identify areas of risk and an intuitive understanding of the securities regulatory environment.
  • Graduate with BA in Economics and Political Science
  • New York City
  • New York City

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