Currently a principal at Kohlberg Kravis Roberts (KKR)
Previously spent 2.5 years at a bulge bracket bank, in both the Investment Banking Coverage and Investment Banking Credit divisions. Led the recruiting and interviewing processes for candidates of all backgrounds, including interns, full-time, and lateral hires. Served as a mentor to junior and 1st year analysts
Graduated in 2013 with a BA in Economics. During college, was actively involved as a Department TA and a researcher at the business school
Has reviewed resumes and helped prepare candidates for the banking, PE, HF, asset management, equity/credit research, and consulting industries
Reviews for this mentor
I was very satisfied with the resume review service done by this mentor – my resume was fine-tuned to perfection and I was able to discuss all of my concerns openly with them. I’d definitely recommend this service and this mentor to anyone who wants to perfect their resume
I wanted to send a quick note out about the WSO mentor, with whom I was recently matched. We had a lovely conversation during which she candidly explained several unknowns I had about the realms of both investment banking and private equity - information that isn't as simple to pick up from company websites. She was not only supportive of my goals and post-university ambitions, but she also helped set realistic expectations and took into account my unique background, providing guidance on my particular trajectory within financial services. Not only was she able to provide great insight on her current company but she also had incredibly helpful feedback to share on the industry landscape overall and how I can best navigate it. Thank you for matching me with someone who understood exactly what I was looking for in a mentor and what I needed to hear, and who likely saved me from doing several hours of additional research!
She was very beneficial in my job search as I navigated the stressful obstacles of recruiting. I had two interview processes that I worked through with her, one that was essentially won, but a hiring freeze was implemented, and the other that resulted in a full offer. She helped me navigate from the first call with HR, through preparing for case studies, to the super day, and through final negotiations. I was able to turn to her for insight for every step of the way, and she was able to provide advice through her own experience and leverage her experience on the other side of recruiting. She always made herself available on short notice, was very thorough, and went above and beyond. As an example of going the extra mile, she reached out to someone in her network that formerly worked at the firm I was interviewing to better tailor interview strategies. Her support was invaluable, and I believe it truly led me to get the job I wanted in short order.
Thank you.
She was instrumental to me landing an offer during the full-time recruiting process. Her approach begins by making a diagnosis of the resume and behavioral & technical questions. From the diagnosis, she tailored our sessions to target specific weak points and improved all aspects of my interviewing skills. She is extremely knowledgeable, dedicated, and a pleasure to work with. I highly recommend her to anyone in need of advice and guidance.
I just wanted to reach out to give you an update on my recruiting process: I’ve recently accepted an offer to join [PE firm -redacted for anonymity] Associate class!
I’m very grateful for your support and aid in preparation and hoping to keep in touch.
I have worked with this mentor over the past 2 years to prepare my resume each recruiting season and have been successful in securing my desired internship each time. Most recently, I also worked with this mentor as part of the mentorship program to prepare for my upcoming interviews and was extremely fortunate to have their help and guidance throughout the process.
My mentor was able to quickly understand where I was in the process and worked with me through the steps of my interview preparation having already updated my resume and helped me secure several interviews. We then were able to sift through the different interview behaviorals and technicals to decide which areas I could use the most assistance on and narrowed down it down to a few specific types of questions. From there, the mentor offered several great tips for answering the different questions and which specific areas the interviewer may dig deeper and more than adequately prepared me for all questions they ended up asking. After the end of our calls, the areas I was once most worried about became my strong suits and ultimately helped me secure my desired internship for this coming fall. I cannot thank this mentor enough for all of their help and the time they have put into preparing me for my recruiting period. I will definitely be recommending my friends to the service as they go through the recruiting process this summer.
Incredibly responsive, thorough and helpful. Talking with them on a regular basis really helped with my move from Big 4 Consulting to the Investment world. Would highly recommend to anyone looking for resume help, interview prep or general finance career advice.
I've signed an offer with [redacted for anonymity]. Thanks so much for all your help through this process and I'm glad I was able to make a switch into the investment world.
I wanted to take the time to thank you for the time you took in helping me rework my resume, I sincerely appreciate it. I was very impressed with the outcome and was of great value in landing my second PE internship. I was very impressed with your work and diligence with my background, and would be highly interested in working with you again.
It was a really good experience and I definitely learned a lot from her.
Join WSO as Mentor
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]
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?
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