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Investment Banking
3rd+ Year Associate

21Sessions Completed
  • Graduated with a B.S. in Business Administration
  • Began career as a summer and then full-time analyst at J.P. Morgan in Asset Management.
  • Broke into investment banking by joining a tech-focused boutique
  • 6+ years of experience in Tech investment banking, with an emphasis on software, M&A and cross-border situations
  • Recruited to join as a senior associate in the Tech M&A group, focused on the execution of complex sell-side M&A, buy-side M&A, carve-outs and activism defense.


  • Investment Banking
  • Asset Management

About the mentor

  • San Francisco

Reviews for this mentor


May 23, 2020

He is an extremely knowledgeable and helpful mentor. I learned a lot about TMT from him, including the business models of tech companies and how their income statement looks like. He helped me refine my behavioral stories and enhance my technicals (especially how these technicals are applied in the TMT group). He is really thoughtful and is always there whenever I need help. I really appreciate all the help and support he gave me, and I strongly recommend him to anyone who wants to get into investment banking.


December 20, 2019

He was a great mentor; I think the most important thing to note about him is that if you're a non traditional candidate, he understands the grind that finding a job in IB can be because he went through it himself and grinded it out. He took the unconventional route and started at a small shop and worked his way up to where he is now at J.P. Morgan. Its refreshing to know that there are people like him who didn't have the typical easy route and still managed to get to a place most of us would dream of. His advice was actionable and on point and he made sure to assure me that it was a long game and there is no shame in starting small.


October 11, 2019

I have now received the final draft of my resume from my reviewer. He did a wonderful job taking my science background and tailoring it to an investment banking. I did not expect to have as much related material as I ended up with and am confident that my resume will not be what holds me back from employment. I would like to thank him and Wall Street Oasis for providing me such a good service.


August 26, 2019

He is very professional and did a good job.

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.

Here’s just some of what you can expect

  • Match with an Expert Industry Professional

    ALL of our mentors are actual professionals that screens candidates for their elite firms. 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.

  • Every Word Counts

    Our experts make sure know the right buzzwords and recruiting strategies to help you stand out from the thousands of other applicants.

  • Investment Banking, Private Equity, Hedge Fund, Corp Fin, Consulting & More…

    No matter what elite industry you are targeting, we have you covered. We have expert reviewers ready to help you in investment banking, trading, private equity, hedge funds, consulting, real estate finance, equity research, accounting, corporate finance and more... If you're not sure if we can help, feel free to reach out to [email protected]

  • 2 Weeks of Follow Up

    To make sure all of your questions are answered, we offer up to 2 additional weeks to follow up with your mentor once your final session is over… we want to make sure you understand our suggestions to help you land more interviews and more importantly, an elite job.

  • You Drive, We Guide

    Whether you want to use your time for a mock interview, model review, career consultation or a live resume review, how you spend the time with your mentor is 100% up to you.

  • Low Risk - High Potential Reward

    You should expect this service to be a very iterative process. After we get your detailed questionnaire and match you to one of our mentors, he or she will schedule a time for your initial 1 hour session to help gain clarification and start the process ($50 off first session). If you think the mentor is a good match, then you can purchase more time (73% of our clients buy more hours).

  • 48-72 Hour Rush Service Available

    The standard mentor session takes approximately between ~3-7 days to schedule, however, upon checkout, there are options to expedite the service for an additional fee (+$100) in order to get matches and scheduled within 48-72hrs after submitting your questionnaire and resume. While this is not ideal (we encourage clients to sign up before a rush is needed), we realize sometimes tight deadlines and interviews are unexpected/unavoidable.

Frequently Asked Questions

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

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.

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. Minimum session time is 1 hour for packages of 1 hour or greater.

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.

We have an incredible team of 500+ 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 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!

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.

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?

How much is your career worth?

What you get

Value (Based on avg hourly rate of our professionals)

  • Step 1: Detailed Questionnaire

    So we can match you with the perfect mentor for your target industry, background, seniority and region...


  • Step 2: Additional Investigation

    Mentor reviews your questionnaire in detail to dive into your experience to make sure we uncover the most important aspects of your application and prepare for your mock interview/consultation...


  • Step 3: First 30 Min Call with Feedback

    Detailed list of what we would work on together with more time and obligation to move forward.


  • TOTAL VALUE (Get 85% Off)


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