Public bio:
- Top-rated Associate in NYC-based MF/UMM PE, based out of Asia
- Started off career as a Management Consultant in MBB and transitioned into an investing role in PE
- Was on an accelerated promotion program both in consulting and private equity
- Expertise in investing into technology, financial services, healthcare, climate and web3 / crypto
- Studied a Double Degree in Computer Science and Finance
Public bio:
Daniele Zagnoni’s path to success in investment banking and private equity is a compelling guide for any aspiring finance professional. With over eight years of experience in London’s finance sector, Daniele’s journey started early—working on cover letters, resumes, and interview preparation from his first year at Bocconi University. This dedication earned him a JPMorgan Spring Week internship and an off-cycle offer at Goldman Sachs before even graduating. At Goldman Sachs, he built strong skills in market analysis and valuation, which led him to Cerberus Capital Management, where he managed distressed debt portfolios and learned the intricacies of financial restructuring. His career advanced as he joined Castlelake (Brookfield Group), navigating a highly selective process to work on private credit and fintech specialty finance, contributing to billion-dollar deals over two and a half years. His cumulative experience, including three years at Cerberus and roles at AXA IM, showcases his deep expertise in both private equity and credit. Daniele’s story is one of strategic growth, resilience, and success in top-tier finance. His insights into recruitment and working on major deals offer invaluable mentorship for those eager to launch their own impactful careers in investment banking and private equity.
Public bio:
A 1st Year Private Equity Real Estate Associate keen to help young finance professionals with their CVs and general finance career advice.
Public bio:
Keen to mentor anyone looking to enter investment banking or exploring corporate development or private equity as an option post investment banking.
Public bio:
- Incoming Investment Consulting Analyst at Mercer in Sydney
- Graduated with a Bachelor of Commerce (Honours) from the University of Sydney with a double major in Finance and Business Analytics
- Previous experience across valuations, private credit, investment consulting and impact finance
- Worked and studied across Switzerland, Costa Rica, Ghana and Australia
- Fluent in English, German and Spanish
Public bio:
- Incoming Investment Banking Analyst at William Blair in New York
- Investment Banking Summer Analyst at William Blair (summer 2026)
- Previous experience across finance at NBCUniversal and Lily AI, plus business development and marketing roles in AI software and music
- Worked across Los Angeles, San Francisco and New York
Public bio:
Senior Consultant in Wells Fargo's funding group.
Experienced with internship and full-time recruiting from a non-target school with a non-finance degree.
After years of researching for myself, I have a passion to share what I know about finance-related career paths that maximize pay per hour worked both in the short term and with long term optionality and high ceilings.
Public bio:
- Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
- Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
- Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman’s Private Equity team and was later dedicated to the firm’s business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
- Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
- Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
- Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman
Public bio:
Graduated from a non target university in 2019. 3 years of combined private equity and investment banking experience. I have the unique perspective of being early promoted to an Associate in banking, spending time as analysts in private equity and working across LBO and minority investing. I have helped 20+ students land internships at top investment banks and have a playbook that I'd be willing to share / talk you through.
Public bio:
- Incoming Investment Banking Summer Analyst at Bank of America GCIB (Summer 2027)
- Junior at Fordham University's Gabelli School of Business studying Finance
- Previous experience across net lease real estate, private equity and TMT investment banking at Essential Properties Realty Trust, Leaf Group and Young America Capital
- Founder of the Fordham Investment Society, a 150+ member student organisation focused on finance education, market analysis and investment research
- Mentors students on finance recruiting, breaking into investment banking and landing first internships in PE, IB and real estate
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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