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Venture Capital
Principal

Good

15Sessions Completed

Principal at a growth equity / late-stage VC fund affiliated with Credit Suisse, 7+ years experience within the role. Lead deal sourcing, structuring, diligence, execution and recruiting efforts. Started buyside career as an associate at the fund
Investment focus on technology selling into financial services (Fintech, enterprise software, market structure, robo-advisors, DLT, ad-tech, specialty finance, insurance, regulatory-tech and clean tech platforms)
Previous experience 3+ years at Credit Suisse in Investment Banking / Equity Research – large-cap TMT coverage
Prior experience includes merchant banking (Investment Banking + Special Situations Investing) at a JV between a top 5 PE fund and top 3 bulge bracket institution
Lead recruiting efforts at all levels on both buy-side and sell-side
BSc in Finance and Management from the Wharton School at the University of Pennsylvania – graduated / navigated early career in the midst of the financial crisis
CFA Charterholder

Expertise

Investment Banking
Private Equity
Equity Research
Venture Capital

About the mentor

New York
Atlanta
London
Zurich

Reviews for this mentor

Given a list of mentors which fit the criteria I was looking for and I could cherry pick the ones I would like to arrange mock sessions with from junior to senior level professionals.

Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

How It Works

All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.

Frequently Asked Questions

Can't find an answer? Please send an email to [email protected]

How can you charge so little for access to these elite professionals?

The mentor service packages range from $79 - $1,390 depending on the package you purchase (30min vs 10hr). 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.

What happens after I purchase the mentor service? What are the next steps?

After checking out, you will immediately be sent a detailed questionnaire. Once you fill out and send that questionnaire to [email protected] along with a Word version of your resume, we will match you up within 24-72 hours to your expert mentor based on your target industry, region and position. Your mentor will introduce him/herself and then proceed to review your current resume and questionnaire. 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 proceed with this mentor, you can schedule more hours anywhere from 1 hour to 20+ hours with him or her over the following weeks & months. You may also have more than 1 mentor if you choose a package with multiple hours.

How fast can I get matched with a mentor?

Typically the match happens within 48-72hrs, especially if you have 2-3 mentors in mind after searching the mentor database. The rush service (+$100 during checkout) speeds up this initial process and ensures you are matched within 24 hours after submitting your questionnaire. If for whatever reason we cannot match you in time, we will refund your purchase in full, no questions asked. Oftentimes the rush service is used when there is an unexpected interview and you want preparation last minute.

Who will actually be mentoring me?

We have an incredible team of 200+ 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.

What if I'm too young (or old/inexperienced/experienced)?

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 a freshman in college/university, it is unlikely that you have this experience. The earliest we'd recommend doing a mentor session is late 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!

My GPA is low and/or I go to a non-target school. Should I even bother?

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..

Do mentors ever refer you to a job directly and help put in a good word?

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.

Are there any discounts?

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.

Is the price worth it?

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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