Company Logo
Investment Banking CFO
Investment Banking CFO
Poor
2
13Sessions
Member since 2020
  • San Francisco
  • Hong Kong
  • New York
About the mentor
  • 4x strategic CFO for venture capital/private equity-backed companies with 23+ years of progressive leadership experience across strategic finance/FP&A, financial operations, investment banking, M&A and corporate strategy. 

    OnCon Icon Awards winner for “2022 CFO of the Year”

  • Former Morgan Stanley senior coverage and M&A investment banker - Fintech, Tech (Internet, SaaS, e-commerce) M&A, FIG, principal investing
  • Led 12+ IPO processes end-to-end (all lead-left bookrunner), multiple private capital raises from Series A through D - raised $60+ billion of equity and debt capital - including the two large IPOs in U.S. history 
  • Led 50+ strategic transactions and exits for $90+ billion of M&A value
  • Former senior lead for Morgan Stanley’s U.S. campus internship recruiting (MBAs and undergrads), reviewed thousands of resumes and conducted countless interviews 
Expertise
  • Investment Banking
  • Consulting
  • Corporate Finance
  • Corporate Development
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]

person
person

Get direct access to our best mentors as part of WSO Academy

12 week program to dramatically improve your odds of landing a high finance job offer