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Management Consulting Principal
Management Consulting Principal
New mentor!
Member since 2026
  • Toronto
  • Abu Dhabi
  • ,
  • Dubai
  • ,
  • Frankfurt am Main
  • ,
  • Riyadh
  • ,
  • Zürich
About the mentor

CFA charterholder and global finance leader with 16+ years of experience across UBS, DHL, and growth-stage SaaS and tech companies.

I spent 7 years at UBS in Zurich, progressing to Director, where I worked on capital allocation, discounted cash flow analysis, long-range forecasting, and executive-level financial strategy. My work regularly supported discussions at the Group Executive Board and CEO level.

Since then, I’ve served as CFO and fractional CFO to U.S. and Canadian companies, building investor-ready financial models, supporting fundraising, and helping teams translate financial theory into real-world decision-making.

I mentor candidates pursuing investment banking, private equity, corporate finance, and CFO-track roles, with a focus on financial modeling, interview prep, career strategy, and navigating global finance careers with confidence.

Expertise
  • Investment Banking
  • Asset Management
  • Consulting
  • Equity Research
  • Corporate Finance
  • 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

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