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Investment Banking

92Sessions Completed
  • Investment banker with 10+ years of experience
  • Have worked across multiple platforms (investment banking, capital markets, sales & trading) in both New York & London
  • Experience in M&A, leveraged finance, IPOs / follow-ons and private capital raises
  • Have worked across multiple industries and coverage groups


  • Investment Banking
  • Sales and Trading

About the mentor

  • London
  • New York

Reviews for this mentor

August 20, 2021

He was very helpful and given his relevant experience moving across in the same firm was able to offer unique insight into how to move across within the firm!

August 2, 2021

I registered for an hour session with the mentor and I have nothing but good things to say about the mentoring he provided. As already an experienced employee within PWM I reached out to him about a way to transition into the Equity Capital Markets business. His knowledge is second to none, and even assisted to coach me through numerous interview rounds - which far beyond exceeded my expectations. 

If there are any candidates who wish to make to enter into the IBD field, regardless of experience I would highly recommend them for coaching. His sincerity and passion to ensure other succeed in this field should be the gold standard to what mentors offer. The finance industry should really have more individuals like him to coach the next generation of finance professionals. 

July 29, 2021

He has helped me to write a new cover letter, and it looks well-polished and ready for the applications. I would recommend him at any time. Thank you very much

July 22, 2021

The mentor was incredibly helpful and I would 100% recommend him and the WSO mentor service to anyone interested in the financial sector!

July 22, 2021

The mentor was extremely helpful during the mock interview and aided me in preparing my superday.

July 19, 2021

I had a great career consulting and technical mock interview session with him to improve my recruiting strategy. He is very approachable and responsive when scheduling sessions. It was pleasant working with him as he made great suggestions about the career path I would enjoy, as well as honest feedback about how I could improve my technical interview responses. I would definitely recommend him!

July 19, 2021

He provided even more advice and information than I could have imagined. He was full of energy, I could just feel the passion he had for the industry and is the right type of crazy. I am looking forward to having him as a mentor throughout the recruiting process.

July 15, 2021

My mentor was great! He gave me the advice that I needed to hear and helped me secure 2 interviews for an investment banking analyst role.

April 6, 2021

I had a great talk with my mentor.  He was very easy to talk to and gave informative advice.

February 28, 2021

Had a technical mock interview session with him in preparation for an interview coming up - firstly it was a last-minute ask and he was very responsive in taking time out to help despite the late notice!

The interview session was very productive as well not only was he clear and knowledgeable in the technical aspects - on the topics / questions that I had the right answer, he did not just move on to the next question but also constantly tried to help me develop my answer better and guide me on how to communicate effectively in the context of an interview. He was also giving advice on what are the key aspects that I should focus on for an Analyst role so I can have a better focus in my preparation. Overall, it was very helpful, and would definitely hope to work with him again!

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.

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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.