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Equity Research N/A
Equity Research N/A
New mentor!
Member since 2025
About the mentor

With over three decades of experience in investment analysis and financial advising, I have supported institutions and retail investors through tailored investment strategies and clear, concise communication. My tenure at Wells Fargo Advisors and Edward Jones honed my skills in financial writing, investment guidance, and investor relations, enabling me to deliver impactful advice and messaging.

Retired in May 2025, I am now seeking opportunities to mentor young professionals in their careers in finance-related industries based on my many years of experience.

Expertise
  • Asset Management
  • Investment Advisor
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]

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