Company Logo
Investment Banking Managing Director
Investment Banking Managing Director
New mentor!
Member since 2025
  • Toronto
About the mentor
  • Currently Managing Director in the M&A group of an Investment Bank
  • Previously CFO at a $200MM+ AUM private equity firm
  • Former General Partner at a VC fund; co-invested with Sequoia, Jump, and Dragonfly, etc
  • Started career in Investment Banking, then management consulting, and spent 3 years at PwC auditing, earning his CPA & LPA
  • Taught entrepreneurship, fundraising, and financial modeling to 500+ founders via seminars and executive coaching
  • Holds a Master of Accounting and BBA from Schulich School of Business (Top 5% of class)
  • Bilingual in English and Mandarin; also a published author, built & invested in multiple startup ventures, fashion photographer, and former top 100 online poker player
Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Private Equity
  • Venture Capital
  • Accounting
  • Corporate Development
  • Corporate Finance
  • Corporate Strategy
  • Real Estate
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