Company Logo
Investment Banking Partner
Investment Banking Partner
Excellent
5
24Sessions
Member since 2024
  • Madrid
  • London
  • ,
  • New York City
  • ,
  • São Paulo
About the mentor

Global investment banker with experience across the US, European, and Latin American markets. Secured a bulge bracket analyst role at Bear Stearns through proactive networking from a non-target university and was promoted to associate without attending business school and worked in the industry for over 10 years at Deutsche Bank and Bank of America both in the US and in Europe.

In banking, I was actively involved in campus recruiting, resume reviews, interviews, and led new hire training programs.

After my banking career, I spent over a decade at Training the Street (TTS), a leading financial training firm, accumulating nearly 10,000 hours of classroom experience, training professionals from investment banks, private equity firms, management consultancies, asset management firms, Fortune 500 companies, and top universities/business schools.

Teaching expertise includes:

  • Interview preparation (technical and behavioral)
  • Financial accounting for finance and corporate valuation
  • Financial, business case, and transactional modeling (M&A, LBO)
  • Advanced software techniques in Excel and PowerPoint

Currently, I also serve as a faculty lecturer and mentor at a top Business School in Madrid, Spain where I lead annual interview prep workshops and provide one-on-one coaching for students pursuing finance careers.

Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Accounting
  • Corporate Finance

Reviews for this mentor

I had a pleasant experience working with him. He helped me re-work my resume, format it appropriately, and answered plenty of my questions thereafter. He also was extremely responsive and pretty much got back to me right away. The whole process took just about 24 hours from the time he was assigned to my case.

Thanks for a positive resume review experience.

My pivot into asset management has been a little daunting, after looking through his recommendations, I feel like I have been able to bring my resume to the next level.

Not only that, but he spent a lot of time with the suggestions to my resume and each one feels carefully considered. I truly am lucky to be able to work with him as a mentor.

 

I had several very helpful sessions, and for each, he has come prepared with a detailed work plan in advance and subsequently provided some great feedback. My mentor clearly has had significant experience in the sector and has strong knowledge over the recruiting process itself.

I have personally found working with my mentor to be invaluable, and it contributed significantly to my receipt of an offer from a Tier 1 bank.

 

What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
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.

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