Land an Elite Job. Personal Career Coach & Mock Interviews.

Increase your chance of landing a job by over 12x by matching with one of our 230+ mentors. Our mentors are top employees at the most selective firms. Proven process with over 1,100 clients over 10 years.

30 mins

Session

1 hour

Session

3 hour

Package

$145/hr - Book

$435 total

5 hour

Package

$143/hr - Book

$715 total

10 hour

Package

$139/hr - Book

$1,390 total

349 Certified WSO Mentors

Private Equity 3rd+ Year Associate

Excellent
5
307Sessions Completed
  • Private Equity
  • Investment Banking
  • New York
  • Currently an associate at Kohlberg Kravis Roberts (KKR)
  • Previously spent 2.5 years at a bulge bracket bank, in both the Investment Banking Coverage and Investment Banking Credit divisions. Led the recruiting and interviewing processes for candidates of all backgrounds, including interns, full-time, and lateral hires. Served as a mentor to junior and 1st year analysts
  • Graduated in 2013 with a BA in Economics. During college, was actively involved as a Department TA and a researcher at the business school
  • Has reviewed resumes and helped prepare candidates for the banking, PE, HF, asset management, equity/credit research, and consulting industries

Private Equity 3rd+ Year Associate

Excellent
5
58Sessions Completed
  • Private Equity
  • Investment Banking
  • New York University NYU
  • New York
  • Previously, spent 2 years as a private equity associate at Welsh Carson
  • Worked at an elite boutique in IB as an analyst for over two years in M&A
  • B.S. in Finance and Economics
  • MBA student at an M7

Private Equity 1st Year Associate

Excellent
5
55Sessions Completed
  • Private Equity
  • Investment Banking
  • Venture Capital
  • Corporate Development
  • University of Maryland - College Park
  • New York
  • Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
  • Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
  • Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman's Private Equity team and was later dedicated to the firm's business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
  • Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
  • Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
  • Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman

Asset Management 3rd+ Year Analyst

Excellent
5
47Sessions Completed
  • Asset Management
  • Hedge Funds
  • Proprietary Trading
  • University of Toronto
  • Toronto
  • Currently an Investment Analyst with several years of professional experience on the sell-side and buy-side
  • Spent three years working as an Investment Research Analyst at a boutique capital markets research firm
  • Has experience in corporate finance advisory, portfolio management, proprietary public markets research, and value investing
  • Has screened and reviewed resumes of students, recent graduates and young professionals who want to work in the asset management, equity research, hedge fund, and trading industries

Asset Management Assistant Portfolio Manager

Excellent
5
39Sessions Completed
  • Asset Management
  • University of Colorado at Boulder
  • San Francisco
  • New York
  • Currently works in San Francisco as a trader at a technology hedge fund.
  • Previously spent 9 years as a trader for a macro-focused, multi-strategy hedge fund.
  • Spent 2 years on the money markets portfolio management team.
  • Worked as a product management associate on the fixed income alternatives team.

Corporate Development Other

Excellent
5
24Sessions Completed
  • Corporate Development
  • Investment Banking
  • Private Equity
  • The Ohio State University
  • Philadelphia
  • Cleveland
  • Currently focused on North American M&A for global life sciences company
  • Formerly at middle-market private equity fund focused on control investments in advanced manufacturing, software, and technology-enabled services business
  • Also spent two years investment banking focused primarily on mergers and acquisitions within the industrial and energy sectors
  • Licensed CPA

Investment Banking 3rd+ Year Analyst

Excellent
5
23Sessions Completed
  • Investment Banking
  • University of Chicago
  • Chicago
  • Houston
  • New York
  • Current MBA student at Chicago Booth, works as a Peer Career Advisor for students interested in IB
  • Previously spent 2.5 years at Credit Suisse in Investment Banking, primarily worked on M&A and IPO transactions. Interned junior year with CS and accepted return offer. Led on-campus recruiting initiatives and served as a mentor to summer analysts in my 2nd year
  • Graduated from the University of Chicago in 2015 with a BA in Economics and BS in Statistics. During college, was actively involved as a TA for Booth Finance professors, and worked with Ph.D students on research topics
  • Fluent in English and Mandarin, with conversational proficiency in Spanish

Private Equity 3rd+ Year Associate

Excellent
5
20Sessions Completed
  • Private Equity
  • Investment Banking
  • Boston College
  • New York
  • Currently, a senior associate at a middle-market leveraged buyout firm investing in aerospace/defense, healthcare services, software, business services, and distribution (3 years)
  • Previously spent 1.5 years at a BB in Investment Banking M&A/Coverage (specializing in financial services)
  • Graduated with a BA in Economics and Finance.
  • Have reviewed over 350 resumes and actively provide mentor-ship services to undergrads and recent grads
  • To know more on the mentor, here is the link to his AMA
  • Listen to this mentor on the WSO Podcast

Real Estate Managing Director

Excellent
5
19Sessions Completed
  • Real Estate
  • Investment Banking
  • Private Equity
  • Stanford University
  • Los Angeles
  • CFO for a real estate private equity fund
  • Managing member of a family's office, investing in public equity, fixed income, and energy and commodities markets across the globe. The firm also manages private equity and venture capital funds
  • Started career Houlihan Lokey, focused on private placements of debt and equity securities in connection with restructurings, refinancings, leveraged buyouts, recapitalizations, growth capital and acquisitions.
  • Served as a Principal of $1.1 billion Asia fund
  • Has an MBA from Wharton

Investment Banking 3rd+ Year Associate

Excellent
5
19Sessions Completed
  • Investment Banking
  • United States Air Force Academy
  • Los Angeles
  • New York
  • Retail and eCommerce Investment Banking Associate at Morgan Stanley
  • Previously, an Associate on the Consumer & Retail IB Coverage team
  • Graduated from the Air Force Academy
  • MBA

Private Equity Vice President

Excellent
5
17Sessions Completed
  • Private Equity
  • Investment Banking
  • Corporate Finance
  • Queen's University
  • Hong Kong
  • Calgary
  • New York
  • San Francisco
  • Currently, Head of Execution and Vice President at Ion Pacific, a merchant bank and asset manager based Hong Kong that invests in the technology sector globally
  • Previously worked as an Associate in the Power, Energy, and Infrastructure Investment Banking group at Lazard in New York where he completed numerous M&A transactions and advised corporate clients on a range of financial and strategic issues.
  • Holds an MBA from Harvard Business School

Investment Banking 3rd+ Year Associate

Excellent
5
16Sessions Completed
  • Investment Banking
  • Rutgers University New Brunswick
  • New York
  • Investment Banking, Leading Bulge Bracket Investment Bank, Healthcare and consumer retail coverage groups
  • Investment Banking, Leading Bulge Bracket Investment Bank, Real estate and lodging coverage groups
  • BSc in Finance

Private Equity 3rd+ Year Associate

Excellent
5
14Sessions Completed
  • Private Equity
  • Investment Banking
  • Florida International University
  • New York
  • Miami
  • Currently an Associate at Welsh, Carson, Anderson & Stowe
  • Worked for over two years at the BB; ranked 1A both years (top 10% of entire analyst class)
  • Worked as an intern in Corporate Banking at bulge bracket bank and managed to receive a full-time offer in the investment banking division
  • Non-target background

Management Consulting Director

Excellent
5
11Sessions Completed
  • Management Consulting
  • Cornell University
  • Austin
  • Houston
  • Currently Director of Operations Strategy at DJO Global
  • Former management consultant with McKinsey & Company in Houston focused on digital, strategy, M&A, and operations projects
  • PhD in Biomedical Engineering from Duke University and a BA in Physics from Cornell University

Private Equity 1st Year Associate

Excellent
5
10Sessions Completed
  • Private Equity
  • Consulting
  • Yale University
  • Boston
  • Chicago
  • Washington, D.C.
  • Currently a 2nd year associate at Berkshire Partners, a $16B middle-market private equity fund
  • Worked for 3 years in consulting
  • Prior to consulting, held internships at the Federal Reserve Board and the U.S. Senate
  • Target undergrad

Private Equity 2nd Year Associate

Excellent
5
9Sessions Completed
  • Private Equity
  • Investment Banking
  • Universität Heidelberg
  • London
  • Frankfurt
  • Currently, a Private Equity associate, investing in financial services businesses across Europe
  • Previously in FIG. Elected Junior Banker Representative
  • Interned in Private Equity, Sales & Trading and M&A during university
  • Graduated with an MSc in Management and a BSc in Economics

Private Equity 1st Year Associate

Excellent
5
7Sessions Completed
  • Private Equity
  • Investment Banking
  • University of California Los Angeles
  • Washington, D.C.
  • Los Angeles
  • San Francisco
  • Currently an associate at Washington D.C.-based private equity firm
  • Worked at Accel-KKR, a middle-market private equity firm focused solely on technology investments
  • Spent two years as investment banking analyst working on technology M&A transactions
  • Experience working on buyouts, growth investments and add-on acquisitions, including

Hedge Fund Investment Analyst

Excellent
5
7Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Tulane University
  • Currently, a research analyst at a value-oriented credit hedge fund with $10 billion of AUM, investing in leveraged loans and high-yield bonds across various strategies
  • Previously spent 3 years at a top Bulge Bracket investment bank in Leveraged Finance working across industries including Industrials, Technology, Media, Telecom, and Business Services.
  • Graduated with a BSM in Finance

Private Equity Vice President

Excellent
5
6Sessions Completed
  • Private Equity
  • Consulting
  • Georgia Institute of Technology
  • Boston
  • Chicago
  • Detroit
  • Currently, VP of a large PE firm covering TMT in the Americas
  • Worked at large-cap PE firm as an Associate
  • Big 3 Consulting firm doing strategy consulting
  • BS, Industrial Engineering

Private Equity 2nd Year Associate

Excellent
5
5Sessions Completed
  • Private Equity
  • Investment Banking
  • Carnegie Mellon University
  • Boston
  • San Francisco
  • Experienced private equity professional with 6 years of experience across investing and advisory roles primarily focused on the technology sector
  • Extensive end-to-end private equity transaction experience supporting all aspects of the investment process including financial modeling, due diligence, investment committee presentations, structuring, and legal negotiations.
  • Closed deals have focused primarily on buyout and growth equity investments
  • Previously worked with Bank of America Merrill Lynch's technology investment banking team

Hedge Fund

Excellent
5
4Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Private Equity
  • Brown University
  • New York
  • Currently launching a long/short equity hedge fund
  • Previously was an Associate at a middle market private equity firm where he evaluated leveraged buy out opportunities across the healthcare, technology, business services, and industrial sectors
  • 2 years as an analyst in a build bracket bank within the healthcare coverage group
  • Graduated double majored in Biology & Economics

Asset Management Portfolio Manager

Excellent
5
2Sessions Completed
  • Asset Management
  • University of Miami
  • Cleveland
  • Investment professional with experience employing value-based investment strategies for a broad array of clientele to manage their investments and preserve their wealth
  • Currently owns and operates an independent money management firm with clients in over 25 states
  • Provides comprehensive investment management services to individuals, retirement plans, trusts, and charitable foundations
  • Serves as a fiduciary to clients by providing fee-only investment counsel
  • Has been quoted and featured in various investment articles and publications
  • Serves on the board of several organizations and non-profits

Private Equity 2nd Year Associate

Excellent
5
2Sessions Completed
  • Private Equity
  • Investment Banking
  • Venture Capital
  • Stanford University
  • New York
  • San Francisco
  • Currently, an Associate at a PE firm that invests in technology and services industries
  • Previously, growth equity/venture capital associate to middle-market companies focused on global resource
  • 2 years Investment Banking Analyst at a BB, mergers and acquisitions group
  • Bachelor of Arts in Economics, Stanford University

Private Equity 1st Year Associate

Excellent
5
2Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Mississippi
  • Boston
  • Atlanta
  • Private equity 2nd Year Associate in the Secondary Investment group, having completed 7 transactions including a single-asset co-investment, a GP-led fund restructuring, and a GP-led LP tender process.
  • Previously worked in investment banking executing middle-market M&A transactions within the technology & services industry, with a particular focus on business services, software, fin-tech, and tech-enabled solutions. While in IB, Chad completed 15 M&A advisory transactions across both founder-owned and private-equity backed businesses. He spent 3 years as an Analyst and 1 year as an Associate before moving to the buy-side
  • Masters in Finance
  • Non-target school, BBA Finance

Private Equity 2nd Year Associate

Excellent
5
1Sessions Completed
  • Private Equity
  • Investment Banking
  • Carnegie Mellon University
  • Boston
  • Currently, an Associate at a private markets investment specialist
  • Analyst at a BB in the Financial Institutions Group
  • Graduated with a Bachelor of Science in Business Administration

Sales & Trading - Commodities Trader

Excellent
5
1Sessions Completed
  • Sales & Trading - Commodities
  • Hedge Fund
  • The University of Texas at Austin
  • New York
  • Trader with experience trading physical commodities and their derivatives from a supply, market-making and proprietary perspective
  • Masters in Engineering in 2010
  • Started out in operations and ultimately became lead trader at a tradehouse and then transitioned to hedge-fund world. Now trading family office money.
  • Expertise in agricultural and energy products
  • AMA link

Private Equity 3rd+ Year Associate

Great
4.5
111Sessions Completed
  • Private Equity
  • Investment Banking
  • Temple University
  • Cleveland
  • San Francisco
  • Private Equity Senior Associate at a private investment firm that provides equity capital to middle-market companies
  • Investment Banking Analyst (tech group), 2 years
  • Corporate Banking Analyst that managed a middle-market credit portfolio, 2 years
  • Non-target background

Management Consulting Manager

Great
4.5
76Sessions Completed
  • Management Consulting
  • University of California Riverside
  • Los Angeles
  • Practice leader for Deloitte's consulting practice, 10 years
  • 15+ years of experience in M&A, Divestiture, Business process improvement, Technology Consulting and continues to advise key Fortune 500 clients
  • Primary Industry Areas include Banking, Biotech, Pharma, Healthcare, High-tech and Government

Hedge Fund Portfolio Manager

Great
4.5
64Sessions Completed
  • Hedge Fund
  • Private Equity
  • Equity Research
  • Consulting
  • Helsinki School of Economics
  • London
  • Helsinki
  • Portfolio Manager at L/S Hedge Fund, focus on European & US markets
  • Spent 4 years as a Senior Equity Research Analyst at +$1bn Hedge Fund L/S & Event-Driven Hedge Fund, focus on European & US markets
  • Worked over three years as MBB management consultant, focused on private equity investment due diligence
  • Spent a year at a Private Equity Fund and over two years as an Equity Research Analyst
  • CFA Charterholder

Investment Banking Director

Great
4.5
56Sessions Completed
  • Investment Banking
  • Other
  • University of Cincinnati
  • San Francisco
  • Toronto
  • Director covering TMT at a bulge bracket bank
  • Investment banking for 7+ years
  • Non-target background for undergrad
  • Top 3 MBA in the US

Private Equity Director

Great
4.5
47Sessions Completed
  • Private Equity
  • Consulting
  • Venture Capital
  • Harvard University
  • Currently, works as a strategy, business development, and operations director at a venture-backed digital health company
  • Spent two and a half years at General Catalyst Partners in both growth and venture groups
  • Started career at L.E.K. Consulting
  • Christopher holds a Bachelor of Arts in History from Harvard University

Hedge Fund 2nd Year Analyst

Great
4.5
44Sessions Completed
  • Hedge Fund
  • Private Equity
  • Asset Management
  • Temple University
  • New York
  • Philadelphia
  • Currently an analyst on the investment team at an NYC based event-driven/special situations hedge fund
  • Worked as a Senior Associate at a lower middle market private equity family office
  • Part-time MBA student in Finance

Investment Banking Vice President

Great
4.5
43Sessions Completed
  • Investment Banking
  • Accounting
  • University of Santo Tomas
  • Hong Kong
  • Beijing
  • Manila
  • Singapore
  • Currently a Vice President for Infrastructure Investments covering direct and co-investments in infrastructure, energy and renewables sectors with US, UK and Australia as target destinations
  • 1.5 years as IBD Senior Associate: generalist corporate finance banker spanning coverage, ECM and cross-border M&A roles
  • 5.5 years at BDO Capital: 75% executing power utilities, renewables and infrastructure deals
  • Other sectors covered: consumer retail, telecommunications, entertainment

Asset Management Research Analyst

Great
4.5
38Sessions Completed
  • Asset Management
  • Sales and Trading
  • Proprietary Trading
  • Princeton University
  • New York
  • Currently, Research Analyst at deep value investment management firm
  • Previously, Senior Analyst at a public equities investment fund for 4 years
  • Primary coverage of industrials, materials, and energy industries
  • Associate at Barclays Capital in Proprietary Trading for 3 years
  • M7 MBA

Real Estate Assistant Vice President

Great
4.5
31Sessions Completed
  • Real Estate
  • University of Maryland College Park
  • Dallas
  • Washington, D.C.
  • Currently, AVP at a real estate development firm
  • Previously, a senior associate (analyst) for EdR Trust, a publicly-traded multi-family REIT and worked at CBRE in investment property sales
  • Non-traditional background - part-time work, late MBA, non-target undergrad, got current job thanks to outstanding networking and personal skills
  • Founded and ran an education startup for 7 years
  • Worked as an internal auditor for the U.S. Department of State and CIA

Asset Management 1st Year Analyst

Great
4.5
30Sessions Completed
  • Asset Management
  • Investment Banking
  • Hedge Fund
  • Lehigh Univervsity
  • New York
  • Hong Kong
  • Currently, high-yield and distressed credit analyst, Hedge Fund
  • Spent two years at BofAML DCM in New York which was #1 on League Tables in 2016
  • Debt Capital Markets experience in both New York and Hong Kong
  • Transitioned to IB from Big 4 Audit internship
  • Finance undergraduate (Top 50 Non-target)

Sales & Trading - Fixed Income Trader

Great
4.5
29Sessions Completed
  • Sales & Trading - Fixed Income
  • Investment Banking
  • Hedge Funds
  • Asset Management
  • University of Utah
  • New York
  • Salt Lake City
  • San Francisco
  • Currently, Trader at Bank of America Merrill Lynch
  • Formerly, Investment Strategist at New York based Hedge Fund specializing in Fixed Income Investments
  • Also served as Investment Analyst in Investment Management division of global financial services company

Other Manager

Great
4.5
28Sessions Completed
  • Other
  • Private Equity
  • Consulting
  • McGill University
  • London
  • Hong Kong
  • Paris
  • Leads the Text Advertising Business ($60m/p.a.) and global efforts on new adtech products and partnerships at eBay
  • Associate at the largest real assets private equity fund, 2 years
  • Strategy Consultant, 1 year
  • Master in Management

Corporate Development Vice President

Great
4.5
24Sessions Completed
  • Corporate Development
  • Investment Banking
  • Private Equity
  • Southern Methodist University
  • Los Angeles
  • Dallas
  • Washington, D.C.
  • Currently, Vice President at a growth-focused middle market PE firm
  • Was Vice President of Operations at a middle market healthcare company
  • Formerly, Private Equity Associate, focused on middle market buyout investments, 2 years
  • Also worked as Investment Banking Analyst, Houlihan Lokey (Aerospace, Defense, and Government Services Group)
  • BA in Markets & Culture and BA in English

Other Business School

Great
4.5
22Sessions Completed
  • Other
  • Investment Banking
  • Corporate Strategy
  • University of Notre Dame
  • Philadelphia
  • Chicago
  • Los Angeles
  • Rome
  • Currently, MBA student at M7
  • Former Manager, Film Strategy and Business Development at 20th Century Fox
  • Investment Banking industry experience: Tech, Media, Industrials, FIG
  • Mentored students interested in investment banking for 2 years

Asset Management 1st Year Associate

Great
4.5
22Sessions Completed
  • Asset Management
  • Investment Banking
  • Venture Capital
  • University of Florida
  • New York
  • Currently works as an investment associate with a strategic venture fund.
  • Previously served as an investment analyst with New Holland Capital and as an investment banking analyst in SunTrust Robinson Humphrey's Financial Sponsor Group.
  • Graduated from the University of Florida and earned a Master of Finance (MSF) from Washington University in St. Louis

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at this AMA here

Private Equity 3rd+ Year Associate

Great
4.5
17Sessions Completed
  • Private Equity
  • Consulting
  • University of London, King's College London
  • London
  • New York
  • Investment professional with 2 years of megafund private equity experience in Europe and US
  • Prior experience in MBB consulting for 3 years across US and Europe

Investment Banking Vice President

Great
4.5
17Sessions Completed
  • Investment Banking
  • Accounting
  • London
  • Chartered Accountant by profession and worked at a reputable accounting firm from 2005-08
  • Joined Lehman Brothers (India office) in 2008 prior to subprime crisis and absorbed by Nomura thereafter post acquisition
  • With Lehman / Nomura India worked with various teams
  • Moved to Nomura London Leveraged Finance team in Apr 2011 and currently working as a Vice President across sectors and geographies
  • Acting as Staffer of the team since Dec 2017
  • Graduated in B.Com (Honours)

Private Equity 1st Year Associate

Great
4.5
16Sessions Completed
  • Private Equity
  • Real Estate
  • Northwestern University
  • Chicago
  • Dallas
  • Currently, an Associate in the real estate group (a large family office)
  • Previously worked as an Associate at a middle market REPE fund manager targeting development, value-add, and structured debt investments
  • Worked as an Associate at PNC Real Estate focusing on multifamily acquisitions, development, construction and permanent debt

Private Equity 1st Year Associate

Great
4.5
15Sessions Completed
  • Private Equity
  • Investment Banking
  • Columbia University
  • Austin
  • New York
  • Previous Associate at a PE firm investing in middle-market businesses
  • Previously, a Senior Analyst at Piper Jaffray in the Leveraged Finance group, working across all industry verticals on LBOs, acquisition financings, refinancings, and recapitalizations
  • Spent 2 years at Citi in the Leveraged Finance Credit Portfolio group focused on origination and ongoing credit monitoring of outstanding loans. Was also a member of the Columbia recruiting committee for the Investment Banking Division for incoming Summer and Full-Time Analysts
  • Graduated in 2014 from Columbia University with a BA in Business Management and Hispanic Studies

WSO Podcast: Bulge Bracket IB Analyst -> MM in Lev Finance -> Private Equity

Listen on iTunes | Stitcher | Spotify | All WSO Podcasts

Private Equity 1st Year Associate

Great
4.5
15Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Chicago
  • New York
  • Currently, an Associate at a PE firm that invests in middle market companies
  • Experience advising on transactions across a broad range of industries such as Media & Telecom, Consumer & Retail and Real Estate, and products including M&A, and restructuring.
  • Investment Banking Analyst at Citi in the Media & Telecommunications group
  • B.A. in Economics

Investment Banking Managing Director

Great
4.5
14Sessions Completed
  • Investment Banking
  • Sales and Trading
  • Corporate Finance
  • Real Estate
  • University of California, Irvine
  • Washington, D.C.
  • Managing Executive of an investment company that makes principal investments in privately held companies in the manufacturing, construction, internet, and technology industries
  • 18 years combined fixed income trading, investment banking, real estate, and business development experience in corporate finance and capital markets
  • Served as a Vice President in Global Structured Finance Group at Citigroup
  • Master's degree in Applied Economics and an MBA

Private Equity 2nd Year Associate

Great
4.5
14Sessions Completed
  • Private Equity
  • Investment Banking
  • Colgate University
  • New York
  • Currently, an Associate at a global private equity advisory firm -Consumer/Retail/Internet industry coverage
  • Investment Banking - consumer, retail, healthcare, and equity capital market (natural resources and TMT coverage)
  • B.A. with Major in Economics and Minor in Spanish

Venture Capital 3rd+ Year Associate

Great
4.5
14Sessions Completed
  • Venture Capital
  • Investment Banking
  • Austin
  • Chicago
  • Houston
  • 4+ years experience in life science venture capital, currently a senior associate
  • 2.5 years investment banking - Energy coverage (all products) and Healthcare M&A
  • MS, biotechnology

Venture Capital Principal

Great
4.5
13Sessions Completed
  • Venture Capital
  • Investment Banking
  • Private Equity
  • Equity Research
  • New York
  • Principal at a top-tier growth equity / late-stage VC fund
  • Investment focus on technology selling into financial services (Fintech, enterprise software, market structure, robo advisors, DLT, ad-tech, specialty finance, insurance, regtech and cleantech platforms)
  • Previous experience in Investment Banking and Equity Research - large-cap tech coverage
  • Prior experience includes merchant banking / special situations investing
  • CFA and dual BSc in Finance and Management

Private Equity 3rd+ Year Associate

Great
4.5
11Sessions Completed
  • Private Equity
  • Investment Banking
  • Corporate Development
  • Erasmus University of Rotterdam
  • Frankfurt
  • Currently works as a Senior Associate at a private equity firm focused on mid-market investments in a range of sectors globally
  • Two years at UBS working on M&A and capital markets transactions in the German-speaking region predominantly covered the industrial and healthcare sectors, as well as financial sponsors
  • Business Development Manager for a portfolio company of a Dutch private equity firm active in the sale of medical aids
  • Private Equity, M&A, Business Development, Strategy, Health Care, Energy & Finance, Automotive, Testing & Inspection

Private Equity Vice President

Great
4.5
11Sessions Completed
  • Private Equity
  • Investment Banking
  • Accounting
  • Texas A&M University
  • Houston
  • Currently, a Vice President at oilfield services focused mid-market private equity firm
  • Previously spent 2 years as investment banking associate
  • Also has experience as senior associate at PwC
  • Served in US Army
  • CPA and MBA

Private Equity Vice President

Great
4.5
10Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Southern California USC
  • New York
  • Boston
  • Chicago
  • San Francisco
  • Currently a VP at KCK Group, the private equity arm of a middle eastern family office
  • Osman has a generalist industry focus on lower middle market growth equity and buyout transactions
  • Previously worked in a growth equity investing role at Scale Venture Partners, focused on technology
  • Started his career as an investment banking analyst at Thomas Weisel Partners where he spent just over two years

Venture Capital 2nd Year Associate

Great
4.5
10Sessions Completed
  • Venture Capital
  • Investment Banking
  • University of California, Berkeley
  • San Francisco
  • Currently a 2nd year Venture Capital Associate at a VC firm
  • 2 years at a bulge bracket bank on their Technology Investment Banking Team
  • Bachelor's degree in business

Hedge Fund Partner

Great
4.5
9Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Private Equity
  • London
  • Frankfurt
  • Munich
  • Currently with a leading investment advisor involved in the equity long/short space
  • Investment Banking Analyst, Natural Resources Group, 3 years
  • Private Equity Associate, Middle Market Technology & Healthcare
  • Master of Science in Finance

Investment Banking 3rd+ Year Analyst

Great
4.5
9Sessions Completed
  • Investment Banking
  • Baruch College City University of New York
  • New York
  • Currently, a second-year analyst at J.P. Morgan on the leveraged finance team, focusing on structuring debt transactions for diversified clients
  • Serve as a junior mentor to summer interns and led teams recruiting efforts for incoming summer and full-time analysts
  • Previously spent a year at within investment banking Financial Institutions Group, covering banks and broker-dealers

Private Equity 1st Year Analyst

Great
4.5
9Sessions Completed
  • Private Equity
  • Investment Banking
  • Bocconi University
  • Boston
  • London
  • Interned at Canaccord Genuity, a Canadian middle market investment bank
  • Worked at Moelis as an M&A and Restructuring Analyst for 18 months until joined StepStone Global as a PE Analyst
  • BSc Finance

Corporate Finance 3rd+ Year Analyst

Great
4.5
9Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Queen's University
  • Toronto
  • Currently an analyst at a music investment company, in charge of investor relations, external processes, and other capital markets-related functions
  • Previously worked at two investment banking firms including BMO Capital Markets
  • Non-target undergrad

Private Equity 3rd+ Year Associate

Great
4.5
8Sessions Completed
  • Private Equity
  • Investment Banking
  • American University
  • San Francisco
  • New York
  • Currently VP with a middle-market private equity (LBO) firm investing across general industrial/manufacturing, consumer, and services sectors
  • Previously spent ~2 years with Deutsche Bank as an investment banking analyst in the general industrials team
  • Graduated with Political Science degree

Hedge Fund Vice President

Great
4.5
8Sessions Completed
  • Hedge Fund
  • Asset Management
  • Massachusetts Institute of Technology
  • New York
  • Currently at a US growth equities (long-only equity investing) team within asset management. Cover stocks in the consumer, media, and healthcare spaces.
  • Previously spent 3 years at Asset Management as an analyst on a consumer long-short equity team
  • Previously spent 2 years in Global Capital Markets covering convertibles and equity derivatives as an analyst
  • Graduated with a BS in chemical engineering and minor in management.

Private Equity Associate Consultant

Great
4.5
7Sessions Completed
  • Private Equity
  • Investment Banking
  • Colgate University
  • New York
  • 10+ years experience in finance
  • Previous PE experience at Accordion Partners and Fortress Investment Group
  • Investment Banking experience in Real Estate, Gaming and Lodging, and Equity-Linked Capital Markets

Investment Banking Vice President

Great
4.5
7Sessions Completed
  • Investment Banking
  • Accounting
  • St. John's University
  • New York
  • Vice President at an acquisition company. He has worked on multiple deals, including sell-side and buy-side M&A, leveraged buyouts, and debt and equity financings within the Industrials space.
  • Previously, served as an Investment Banking Associate in the Industrials Group
  • He has prior experience at big 4 accounting firms working in the transaction advisory practices
  • B.S. in Economics and M.B.A. in Finance

WSO Podcast

Check it out here

Hedge Fund Portfolio Manager

Great
4.5
7Sessions Completed
  • Hedge Fund
  • Lomonosow Moscow State University
  • New York
  • A healthcare PM at one of the multi-strategy long short funds in NYC
  • Areas of expertise: asset management, hedge fund, fund of funds, compliance, trading and risk management
  • Has experience in healthcare, TMT and consumer sectors

Private Equity 1st Year Associate

Great
4.5
6Sessions Completed
  • Private Equity
  • Investment Banking
  • Bentley University
  • New York
  • Currently, an Associate at a global private equity firm.
  • Previously worked as at Wells Fargo Securities in the Financial Institutions Coverage Group in NYC
  • Graduated with a BS in Finance. Throughout college, was an economics-finance tutor and co-founded a recruiting focused, mentorship driven

Hedge Fund Director

Great
4.5
6Sessions Completed
  • Hedge Fund
  • Asset Management
  • INSA Lyon
  • New York
  • London
  • Currently, a Partner and Head of Quantitative Research at a systematic Global Macro Hedge Fund
  • Previously spent 2 year as a Senior Quantitative Researcher, developing systematic macro trading strategies under the CEO and global head of research
  • Spent 8 years at BlackRock's London office as a Portfolio Manager (VP) in the Multi-Asset Strategies team, under various roles including risk management and trading volatility as an asset class
  • Graduated with a Master in Engineering, and from a French engineering school with a Master in Applied Mathematics

Investment Banking Vice President

Great
4.5
6Sessions Completed
  • Investment Banking
  • University of Utah
  • New York
  • Salt Lake City
  • Currently at Bank of America doing Front Office Controls
  • Eight years of professional experience with Broker-Dealer/ Prime Brokerage, Corporate Risk, and Audit
  • Extensive experience in operational risk, credit risk, market risk, prime brokerage margin, corporate risk and stress testing potential trading books

Investment Advisor Partner

Great
4.5
6Sessions Completed
  • Other
  • Investment Banking
  • Hedge Fund
  • Asset Management
  • University of Delaware
  • New York
  • London
  • Rio de Janeiro
  • San Francisco
  • Managing Partner at a small/middle market asset-backed lending and advisory firm, where he leads business development, fundraising, transaction structuring and portfolio construction
  • He spent over 10 years as an investment banker at the top-ranked Equity Capital Markets team
  • A senior research analyst at a global multi-strategy hedge fund where he specialized in credit and equity research with a focus on the life science, financial, real estate, energy and industrial sectors
  • He holds a CFA Charter, a B.S.B.A and an international MBA

Private Equity 2nd Year Associate

Great
4.5
6Sessions Completed
  • Private Equity
  • Investment Banking
  • University of California, San Diego
  • New York
  • Los Angeles
  • San Francisco
  • Currently with a global private equity firm with ~$13.5bn of assets under management
  • 5 years of investing and advisory experience to his role assisting in the evaluation, negotiation and structuring of potential acquisitions for a NY based, middle market private equity firm
  • Was an Investment Banking Analyst with Barclays' technology, media and telecommunications (TMT) investment banking division
  • Holds a Bachelor's Degree in Economics and Political Science

Private Equity Business School

Great
4.5
6Sessions Completed
  • Private Equity
  • Consulting
  • Georgetown University
  • Chicago
  • New York
  • Current full-time MBA student
  • Currently interning with a Private Equity firm on their Growth Equity team
  • During fall 2018, advised a Chicago-based educational software company on their $20M Series C capital raise
  • Previously spent 2.5 years as an Associate at a middle market tech buyout fund specialized in analytical technologies and software companies
  • Began his career as a Management Consultant where he worked on strategic transformations for clients in the healthcare and consumer products industries
  • Graduated with a B.A. in Economics

WSO Podcast: Landing in Private Equity from Big 4 Consulting... Say What?!

Listen on iTunes | Stitcher | Spotify | All WSO Podcasts

Asset Management Assistant Vice President

Great
4.5
6Sessions Completed
  • Asset Management
  • University of Michigan
  • Los Angeles
  • 10+ years of experience and Assistant Vice President at B.B. PWM (Private Wealth Management)
  • Associate in Asset Management at a BB bank

Private Equity 2nd Year Associate

Great
4.5
6Sessions Completed
  • Private Equity
  • Investment Banking
  • Equity Research
  • Wellesley College
  • New York
  • She has several years of middle-market private equity experience in the energy, food and social impact space.
  • Previously, she spent many years on the sell-side in the power, energy and infrastructure space in New York. She began her career as an Equity Research Associate at UBS, where she worked for an Analyst, who is ranked #1 by Institutional Investor rankings. She then worked in Investment Banking at Lazard / Scotiabank on strategic and M&A mandates worth over $56 billion.
  • She has led the recruiting and interview processes for diverse candidates, including interns, full-time and lateral hires. She has also served as a mentor to many analysts and interns.
  • She has also helped many candidates prepare for the investment banking, private equity, equity research, consulting and asset management industries.
  • She graduated with a B.A. in Economics from Wellesley College. She also took classes and conducted research at MIT's Sloan School of Management.
  • In college, she worked abroad in private equity, renewable energy and non-profits in Europe and India.

Real Estate 1st Year Associate

Great
4.5
6Sessions Completed
  • Real Estate
  • California State Polytechnic University, Pomona
  • Los Angeles
  • Currently a Valuation Associate at CBRE, focusing on multi-family (market rate, affordable, senior, & student) and mixed use assets in Southern California
  • Worked as an investment sales analyst where I created offering memorandums, underwrote assets, and conducted market research
  • Graduated with an emphasis on Finance & Real Estate

Investment Banking 3rd+ Year Analyst

Great
4.5
6Sessions Completed
  • Investment Banking
  • Babson College
  • New York
  • Senior Investment Banking Analyst at a Debt Capital Markets / Leveraged Finance team
  • Was a Summer Analyst at an investment bank focused on the emerging markets
  • Dual major in Finance and Economics

Management Consulting Manager

Great
4.5
5Sessions Completed
  • Management Consulting
  • University of Michigan
  • Detroit
  • Chicago
  • Austin has been working with Ernst & Young for over four years, starting as a senior consultant before being promoted to a manager
  • At EY, he focuses on strategy, process and operations improvement, and business transformation consulting services focused on health provider, payer, and public health organizations
  • He received his BS and MBA from the University of Michigan

Management Consulting Senior Consultant

Great
4.5
5Sessions Completed
  • Management Consulting
  • Brandeis University
  • New York
  • Washington, D.C.
  • Currently, a management consultant at Booz Allen advising federal clients in Washington, DC.
  • Before joining Booz Allen he spent several years working in economic consulting
  • Most of his cases involved disputes surrounding securities, finance, and intellectual property damages issues

Other Manager

Great
4.5
5Sessions Completed
  • Other
  • The Wharton School, University of Pennsylvania
  • Program Manager in the educational sector
  • Assistant to the Director, 2 years
  • 5 years as a campus recruiter and summer intern program manager for Goldman Sachs in NY/NJ, Chicago and Salt Lake City

Asset Management 3rd+ Year Associate

Great
4.5
5Sessions Completed
  • Asset Management
  • Investment Banking
  • Babson College
  • New York
  • Currently worked as a Global Finance Manager
  • Previously worked as an Associate in the distressed securities group for over five years at an investment management fund
  • Former investment banking analyst in the restructuring group at Rothschild, Inc.
  • MBA from M7

Investment Banking Vice President

Great
4.5
5Sessions Completed
  • Investment Banking
  • Sales and Trading
  • Corporate Finance
  • Singapore
  • Hong Kong
  • Currently with a sector group in an international bank. Asia Pacific focus with experience in Europe and the United States.
  • More than 10 years of experience in M&A, leveraged finance, capital markets and public market investments.
  • Core expertise in Transportation & Infrastructure, Financial Sponsors and TMT, with additional experience in P&U, FIG, GIG, Food / Agriculture, Natural Resources and Real Estate.
  • Previously staffer and hiring manager for associates, analysts and interns.
  • Transitioned to IBD after short-term roles in a Big 4 and commodities trading.

Sales & Trading - Commodities Trader

Great
4.5
4Sessions Completed
  • Sales & Trading - Commodities
  • University of Massachusetts at Amherst
  • Houston
  • Currently West natural gas physical desk trader
  • Starting to take over the origination (AMA- asset management agreement) desk which is the equivalent of a deal valuation in gas trading terminology.
  • Previously traded the financial desk and term physical desk
  • Previously scheduled and intra-day balance traded the southeast desk
  • Worked at a marketing shop, retail shop, and now a utility with a strong financial portfolio backing

Private Equity 3rd+ Year Associate

Great
4.5
4Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Virginia UVA
  • New York
  • Boston
  • Currently, an Associate at Eurazeo, a PE firm in Europe
  • Associate at a PE firm with TMT focused fund in Boston, 2 years
  • Worked two years in NY as an analyst in the Tech, Media and Telecom Investment Banking Group

Investment Banking 3rd+ Year Associate

Great
4.5
4Sessions Completed
  • Investment Banking
  • Asset Management
  • University of California, Berkeley
  • San Francisco
  • Graduated with a B.S. in Business Administration
  • Began career as a summer and then full-time analyst at J.P. Morgan in Asset Management.
  • Broke into investment banking by joining a tech-focused boutique
  • 6+ years of experience in Tech investment banking, with an emphasis on software, M&A and cross-border situations
  • Recruited to join as a senior associate in the Tech M&A group, focused on the execution of complex sell-side M&A, buy-side M&A, carve-outs and activism defense.

Hedge Fund CEO

Great
4.5
4Sessions Completed
  • Hedge Fund
  • Asset Management
  • Real Estate
  • UNIVERSIDAD PANAMERICANA
  • Mexico City
  • New York
  • Previously with Goldman Sachs as a portfolio manager focused on alternative investment vehicles
  • Specialties: analysis, benchmarking, bonds, customer relations, derivatives, fixed income, foreign exchange, hedge funds, industry analysis, investments, pricing, purchasing, real estate, sales, strategic, swaps
  • MBA
  • Graduated with BS in Industrial Engineering

AMA

Check out his AMA here.

WSO Podcast

Private Equity Director

Great
4.5
4Sessions Completed
  • Private Equity
  • Yale University
  • London
  • Currently, Investment Professional at a London PE firm
  • Investment Director at a middle-market PE firm, 7 years

Venture Capital Principal

Great
4.5
4Sessions Completed
  • Venture Capital
  • Investment Banking
  • Consulting
  • Princeton University
  • Washington, D.C.
  • Singapore
  • Currently, Principal at an Early stage venture capital
  • Director - Business Development of a leading information and advisory services firm for emerging market executives
  • Analyst at Merrill Lynch, 1 year
  • Target undergrad

Real Estate Consultant

Great
4.5
4Sessions Completed
  • Real Estate
  • Stanford University
  • New York
  • San Francisco
  • Proficient and accomplished commercial real estate researcher with a consulting practice focused on trend pieces, outlooks and guides
  • Advises clients on real estate capital placement across a wide spectrum of risk-return profiles
  • Practice focuses on investment fundamentals across the real estate debt, equity, commercial and residential sectors

Private Equity 1st Year Associate

Great
4.5
3Sessions Completed
  • Private Equity
  • Investment Banking
  • Saint Mary's College of California
  • New York
  • San Francisco
  • Currently an analyst in the Technology group at Citi providing financial advisory services
  • Previously worked at a financial services company in the valuation advisory services group
  • Graduated in 2015 with a BS in Economics

Corporate Strategy Other

Great
4.5
3Sessions Completed
  • Other
  • Clemson University
  • Atlanta
  • Currently, a Senior Director for strategy and operations
  • 2 Years strategy analyst at a privately owned tech company offering various tech solutions to banks and credit unions
  • 3 years strategy and planning associate at a global 500 aerospace company specializing primarily in naval solutions and the expansion and growth of commercial ship solutions
  • 3 years Director/Lead at a Silicon Valley tech company

Management Consulting Consultant

Great
4.5
3Sessions Completed
  • Management Consulting
  • Currently, a consultant with McKinsey & Company, focused on digital and energy practices
  • Spent 6+ years in IT and tech fields and worked for 2 years in tech-focused VC funds
  • Graduated from an MBA program in 2016

Hedge Fund Portfolio Manager

Great
4.5
3Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Equity Research
  • Cornell University
  • New York
  • Hong Kong
  • Seoul
  • Currently, a portfolio manager at a special situations hedge fund (M&A, distressed, LBO, broken-IPO, activism, etc) that invests globally
  • Previous experience in hedge funds, investment banking, and private equity in the US and abroad
  • Graduated from target undergrad

Asset Management Other

Great
4.5
3Sessions Completed
  • Asset Management
  • Asset Management
  • Peking University
  • Hong Kong
  • Beijing
  • Former Environmental, Social and Governance (ESG) Analyst at HSBC Global Asset Management in Hong Kong, covering both equity and fixed income investments
  • Previously an Asian equity investment analyst. Researched companies in TMT, real estate and industrials sectors
  • Dual bachelor degrees in Finance and Arts and dual master degrees in Finance and Human rights
  • Current MPP candidate

Private Equity 2nd Year Associate

Great
4.5
3Sessions Completed
  • Private Equity
  • Sales and Trading
  • University of Washington
  • London
  • Philadelphia
  • Seattle
  • Currently working at one of the largest Real Estate Private Equity fund.
  • 6+ years in equity derivatives sales including at Credit Suisse
  • M7 MBA and CFA charterholder

Investment Banking 2nd Year Analyst

Great
4.5
3Sessions Completed
  • Investment Banking
  • London
  • New York
  • South Korea
  • Investment Banking Analyst at Barclays, in their Leveraged Finance group
  • Worked in NYC and London
  • International student in the US during undergrad

Investment Banking 2nd Year Analyst

Great
4.5
3Sessions Completed
  • Investment Banking
  • Commercial Banking
  • Boston College
  • New York
  • Boston
  • Currently an analyst on the Investment Banking Leveraged Finance team, structuring and executing leveraged loan and high-yield bond transactions across various industries
  • Previously spent a year on the Leveraged Finance Underwriting team after undergoing a formal credit training program, underwriting leveraged loan transaction in different sectors and composing credit committee memoranda to support capital commitments
  • Interned within the Credit Risk division covering the TMT sector, engaged with the investment banking and capital markets teams to provide financing structures on both best efforts and firm commitment bases
  • B.S. in Management (double major in Finance and Computer Science and a minor in math)

Assistant Portfolio Manager

Great
4.5
3Sessions Completed
  • Risk Management
  • University of Southern California USC
  • New York
  • Los Angeles
  • Portfolio manager for high net worth families
  • Previously worked as Portfolio Manager investing in multi-asset portfolios for high net worth families and foundations
  • Began career in Consulting and soon moved to Risk Management
  • Earned MBA. Also earned BA in Political Science
  • CFA charterholder

Management Consulting 3rd+ Year Associate

Great
4.5
2Sessions Completed
  • Management Consulting
  • Corporate Finance
  • University of Mannheim
  • Paris
  • Frankfurt
  • 8 years of experience in M&A and transaction advisory. He has worked on numerous advisory projects, including sell-side and buy-side M&A, due diligence, valuation appraisals and financial modeling projects for SMEs, Fortune Global 500 corporations, and institutional investors.
  • Parallel to his project work, he is also a trainer and coach for business valuation, financial modeling, and due diligence.
  • CFA Charterholder

Venture Capital Associate Director

Great
4.5
2Sessions Completed
  • Venture Capital
  • Investment Banking
  • Shanghai
  • Hong Kong
  • London
  • San Francisco
  • Currently, an Associate Director at a private venture capital fund (AI/Machine Learning)
  • Vice President of a venture capital firm in China focusing on cleantech and fashion sectors;
  • CFO and Director of Strategic Planning at an international education company based in Shanghai;
  • 2 years of investment banking experience at Morgan Stanley;
  • 3 yrs Investment Strategy at J.P. Morgan;
  • MBA at Harvard Business School; CFA, FRM, CAIA.

Sales & Trading - Other Executive Director

Great
4.5
2Sessions Completed
  • Sales & Trading - Other
  • Investment Banking
  • Hedge Funds
  • Proprietary Trading
  • Franklin and Marshall College
  • London
  • Hong Kong
  • New York
  • Currently an Executive Director at Goldman Sachs
  • Experienced investment analyst/trader with over 16 years working in financial markets, including hedge funds, proprietary trading, equity derivatives and investment banking
  • Advisor to tech start-ups

Other Manager

Great
4.5
2Sessions Completed
  • Other
  • Sales and Trading
  • University of California Berkeley
  • New York
  • Hong Kong
  • Currently working for an international non-for-profit
  • Previous experience in sales and trading at Merrill Lynch
  • M7 MBA

Asset Management COO

Great
4.5
2Sessions Completed
  • Asset Management
  • Investment Banking
  • Dartmouth College
  • New York
  • At present, serves as a COO of an investment fund, raising capital, directing investor relations and marketing
  • Former investment banker with Morgan Stanley in global markets
  • Deep experience originating and structuring debt and equity offerings and marketing equity derivatives and complex swaps
  • M7 MBA

Hedge Fund Research Analyst

Great
4.5
2Sessions Completed
  • Hedge Fund
  • Asset Management
  • University of Surrey
  • London
  • Currently, a fundamental research analyst at a long/short global fund, investing across the capital structure (primarily equity and HY/stressed/distressed credit).
  • Extensive experience in financials, energy and mining
  • Prior to the current role, an Asset Manager, in a similar capacity; has been on the buy side for 8 years.
  • Started his career at emerging markets desk, developing and executing the bank's strategy
  • Graduated with an MSc in ADMIS
  • Has an MBA

Investment Banking 3rd+ Year Analyst

Great
4.5
1Sessions Completed
  • Investment Banking
  • Stephen M. Ross School of Business
  • New York
  • Investment banking analyst at Goldman Sachs covering TMT space
  • Actively involved with undergrad recruiting

Private Equity 3rd+ Year Associate

Great
4.5
1Sessions Completed
  • Private Equity
  • Investment Banking
  • Columbia University
  • New York
  • Currently, an associate at a private equity firm. Started and lead their internship program
  • Previously spent 3 years at Bank of America Merrill Lynch in their Healthcare Investment Banking groups, focusing on M&A and Capital Markets transactions.
  • Graduated with a BA in Economics

Hedge Fund 1st Year Associate

Great
4.5
1Sessions Completed
  • Hedge Fund
  • Investment Banking
  • University of Michigan
  • Los Angeles
  • Chicago
  • Currently an associate analyst at an activist hedge fund
  • Previously spend 4+ years as an investment banking associate, most recently at JPMorgan
  • BS, Economics, Mathematics

Private Equity 1st Year Associate

Great
4.5
1Sessions Completed
  • Private Equity
  • Investment Banking
  • Washington and Lee
  • San Francisco
  • New York
  • Currently, an associate on the Industrial's team which is currently making majority control LBO investments
  • Previously spent ~3 years at J.P. Morgan on its Diversified Industries team specialized in General Industrials, Transportation & Logistics, and Aerospace & Defense.
  • Graduated with a BS in Accounting and Business

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at his AMA here

Management Consulting Consultant

Great
4.5
1Sessions Completed
  • Management Consulting
  • Private Equity
  • McGill University
  • New York
  • Philadelphia
  • Singapore
  • Advisory and investment professional with consulting, direct investing and operating experience in Financial Services, Private Equity, Technology, Early-stage, Education, Healthcare and Government;
  • Currently working at Prophet on the Growth & Digital Transformation team
  • Past experience as an investor and advisor at Lalani Capital (early-stage investing)
  • Additional experience working at a large boutique consulting firm on the Digital Strategy team
  • Received an MBA in 2010, and graduated with a B.A in 2004

Hedge Fund 3rd+ Year Associate

Great
4.5
1Sessions Completed
  • Hedge Fund
  • Rutgers University New Brunswick
  • New York
  • Experienced alternative investments professional within the hedge fund origination team
  • Structuring of bespoke financing transactions secured by hedge fund, private equity, and real estate assets
  • Investment and operational due diligence
  • Collaboration with internal technologists to create an internal database capable of automating quantitative portfolio analysis

Asset Management 1st Year Analyst

Great
4.5
1Sessions Completed
  • Asset Management
  • Sales and Trading
  • Boston College
  • New York
  • Currently a member of the distressed & special situations team
  • Previously with Citi on the "Interest Rate Derivative Trading Desk," next to the "Distressed Trading Desk," traded bank debt, bonds, claims, reorg equity, CDS, equity options, and ETFs and then in a hybrid "trading and research seat"
  • Graduated with a BA in Mathematics, Pre-med

Hedge Fund Trader

Great
4.5
1Sessions Completed
  • Hedge Fund
  • Sales and Trading
  • Consulting
  • Massachusetts Institute of Technology
  • Chicago
  • Hong Kong
  • New York
  • San Francisco
  • Tokyo
  • Currently, a finance trader at a leading investor
  • An Associate in the Financial Services practice group
  • Prior experiences include securities lending trader
  • M7 MBA
  • Lived and worked in Tokyo, Hong Kong, San Francisco, New York

Corporate Development 3rd+ Year Analyst

Great
4.5
1Sessions Completed
  • Corporate Development
  • Accounting
  • University of Missouri-Columbia
  • Senior Analyst in Corporate Development of F500 company in healthcare
  • Graduated from non-target school with Bachelors and Masters in Accounting
  • Licensed CPA
  • Passed Level 1 of CFA
  • Other experience includes 1 year of audit at regional firm and 1.5 years of financial modeling, valuation, and financial due diligence.

Sales & Trading - Commodities Trader

Great
4.5
1Sessions Completed
  • Sales & Trading - Commodities
  • Wilfrid Laurier University
  • Calgary
  • San Diego
  • Energy Trading professional with over 9 years' experience. Varying experience and knowledge of trading numerous natural gas hubs across Canada and the US.
  • Some tasks include acquiring and optimizing our transportation portfolio, creating and executing hedging strategies for marketing business and managing storage portfolio on a term basis. Helping create our long-term strategy for the west gas hubs.
  • Specialties: Storage valuation, basis trading, transportation valuation and optimization, forecasting customer flow. VBA programming

Private Equity Business School

Great
4.5
1Sessions Completed
  • Private Equity
  • Investment Banking
  • Private Equity
  • University of Exeter
  • 3-year investment banking, 4-year private equity/family office
  • Extensive deal experience across EMEA region in restaurant, travel, entertainment, leisure and hospitality industries
  • Direct involvement in hiring processes
  • BA, Economics and Finance
  • MBA

Private Equity 3rd+ Year Associate

Great
4.5
1Sessions Completed
  • Private Equity
  • Investment Banking
  • Asset Management
  • College of William and Mary
  • New York
  • Currently, an Associate at a middle market private equity firm investing in media and entertainment assets
  • Previously part of an Investment team that focused on consumer, renewables, financials and gaming sectors
  • An Analyst at the Investment Banking Division, restructuring and leveraged finance
  • Graduated with BBA in Finance

Asset Management 1st Year Associate

Great
4.5
1Sessions Completed
  • Asset Management
  • Investment Banking
  • Corporate Finance
  • Villanova University
  • New York
  • An Associate at a global investment management firm
  • Worked in leveraged finance for 3 years
  • Did FLDP for a year
  • Bachelor of Business Administration

Private Equity Director

Great
4.5
1Sessions Completed
  • Private Equity
  • University of Texas at Austin
  • Houston
  • New York
  • Currently working for a Real Estate Private Equity firm as a Director
  • Worked with PwC as an Associate in their Structured Finance Group
  • Graduated with a Master in Professional Accounting, and a minor in Finance.
  • Passed all four parts of the CPA exam

Investment Banking

Very Good
4
74Sessions Completed
  • Investment Banking
  • Investment Banking
  • Private Equity
  • London
  • Mumbai
  • Currently working at UBS as an Investment Banker on the M&A Financial Institutions Group
  • Prior to UBS, Himanshu work as an Investment Associate for Exin Capital Partners, participating in all aspects of the investment process, including identifying new investment opportunities, detailed due diligence, financial modeling & LBO valuation and presenting investment recommendations internally
  • He also worked as an Investment Banker at Nomura India for 2.5 years covering EMEA DCM (50% for 1 year and 100% for next 1.5 years) and AeJ TMT (50% for 1 year)
  • Himanshu holds an MBA from the Indian Institute of Management and a Bachelor of Engineering from Netaji Subhas Institute of Technology

Other Business School

Very Good
4
56Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • New York University NYU
  • New York
  • San Francisco
  • Currently completing his MBA at Columbia
  • Was associate at Pantheon, senior associate at Dunbar Capital, and associate at 747 Capital
  • Began career as an investment banking analyst at Rothschild and Co., focused on mergers & acquisitions
  • Completed undergrad at NYU Stern

Research 1st Year Analyst

Very Good
4
47Sessions Completed
  • Other
  • Investment Banking
  • University of Cambridge
  • San Francisco
  • London
  • Currently working at a financial services firm in the strategy and analytics department
  • Previously worked 1.5 years at the Investment Banking Division of Goldman Sachs (London)
  • Before that, she interned with the Financial Institutions Group and the Equity Capital Markets team at Goldman and the Executive Office at another large bank.
  • She holds a B.A. (Hons) in Land Economy from the University of Cambridge, having graduated in 2015 with First Class Honours
  • She also received an MA from Harvard University in 2018

Private Equity 1st Year Associate

Very Good
4
34Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Nottingham
  • Hong Kong
  • London
  • Singapore
  • Currently VP at Private equity/VC (TMT, Consumer and Healthcare)
  • Internship experience: Sales & Trading, Equity Research and Investment Banking
  • Participated in various First Year Spring Programmes and Insight Days

Private Equity Manager

Very Good
4
33Sessions Completed
  • Private Equity
  • Investment Banking
  • Corporate Finance
  • Morehouse College
  • New York
  • He spent 5 years at JP Morgan holding various roles
  • Some of the roles include working the Rates Desk executing fixed income financing transactions as well as the Securitized Products Group valuing collateralized mortgage obligations
  • Before JP Morgan, he was a member of the Corporate Finance and Real Estate Strategy Group at a well known retail company leading project finance initiatives
  • He began his career at brokerage managing a team of investment representatives serving active traders and high net-worth, self-directed investors
  • Completed a MPA in Finance and Fiscal Policy from a top-tier school and is a cum laude graduate
  • Holds FINRA Series 7, 63, 24 licenses

Sales & Trading - Other 1st Year Associate

Very Good
4
31Sessions Completed
  • Sales & Trading - Other
  • Tulane University
  • Houston
  • New York
  • Commodities Trading Associate at Citigroup in Houston
  • Graduated with a BS, specializing in Finance and Math
  • Experience in Trading, Corporate Finance, Commercial Banking, and Equity Research

Corporate Development 1st Year Associate

Very Good
4
30Sessions Completed
  • Corporate Development
  • Investment Banking
  • University of North Carolina at Charlotte
  • Atlanta
  • Charlotte
  • Philadelphia
  • Matthew started his finance career working as an Investment Banking Analyst at Falcon Capital Partners
  • Transitioned into an Investment Banking Analyst role at Raymond James for 1 year
  • He then started in a role in corporate development at Babcock & Wilcox, before moving to a corporate development associate role with Caesars Enertainment Corporation
  • Matthew provides support to Caesars' M&A processes including evaluating inbound teasers/CIMs to identify possible acquisition targets, due diligence, constructing financial models, corporate valuation, and interacting with potential acquisition targets
  • He has a BS/BA from UNC

Other General Manager

Very Good
4
26Sessions Completed
  • Other
  • Investment Banking
  • Boston College
  • New York
  • Chicago
  • San Francisco
  • Former Citi Investment Banking Analyst (Industrials and M&A)
  • Currently doing business development & strategy in the startup world
  • Works for a well-known software company

Asset Management Director

Very Good
4
23Sessions Completed
  • Asset Management
  • Investment Banking
  • Hedge Funds
  • University of Chicago
  • New York
  • Los Angeles
  • Investment professional with experience in different fund strategies as well as investment banking;
  • Experience as an Investment Banking Analyst at a bugle-bracket bank. Deal experience includes leveraged buyouts, leveraged recapitalizations and mergers & acquisitions for traditional media, business services, industrial and retail corporations;
  • Worked as an Associate at $8B+ Multi-strategy Fund. Invested in distressed debt and special situations primarily in the technology, building products, education and retail industries.;
  • Credit Analyst at Credit Fund. Invest in leveraged loans and high yield bonds in the media & telecommunications, financial institutions, auto, leisure and lodging industries
  • High Yield Research Summer Associate at Barclays in Consumer and Credit Strategies;
  • B.A. in Economics and Public Policy from the top tier university and MBA from top 20 program.

Private Equity 2nd Year Analyst

Very Good
4
22Sessions Completed
  • Private Equity
  • Investment Banking
  • Washington University in St. Louis
  • New York
  • Graduated in 2017 with a BA, specializing in Finance and Accounting
  • Currently, an Associate at a private equity firm focused on growth equity
  • Worked as an Investment Banking Analyst at J.P. Morgan in the M&A Group.
  • Summer internship experiences include private equity, investment banking, and asset management

Investment Advisor 2nd Year Associate

Very Good
4
13Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • Rutgers University
  • New York
  • Los Angeles
  • Graduated college in 2010 - major in Finance, minor in Mandarin and Economics;
  • Citi Investment Banking (Consumer Group) - 2-year analyst program;
  • Experience at various real estate firms working on the acquisitions, debt, and investor relations teams.

Other CFO

Very Good
4
12Sessions Completed
  • Other
  • Investment Banking
  • Asset Management
  • Duke University
  • New York
  • Houston
  • Has broad experience in Investment Banking, Private Equity and Principal Investing
  • He was previously Vice President at Deutsche Bank Securities
  • Prior to Deutsche Bank, he was at a bulge-bracket bank in the Global Energy Investment Banking Division
  • He was also an analyst at an investment firm, where he helped manage a $300mm consumer products portfolio.
  • He received his Master of Business Administration from a top-tier business school. He holds a BA in Public Policy and French Studies

Accounting - Audit Senior Vice President

Very Good
4
11Sessions Completed
  • Other
  • Strayer University
  • Charlotte
  • Currently leads Enterprise Finance Model and End User Computing Tools Governance. Enterprise Finance comprise of Corporate Treasury, Business Finance, Corporate FP&A, Corporate Controllers, Strategic Planning, Corporate Development, Data Management Insights and Information Technology. Works closely with CFO leadership team to ensure model management complies with enterprise wide model policy. Leads the implementation of models and EUCT policy in collaboration with the Corporate Risk Policy teams. Leads the Enterprise Finance Model Risk Committee.
  • Joined Wells Fargo Corporate Treasury audit to lead coverage, manage and evaluate implementation of process and standards used to measure balance sheet risk. Served in a variety audits; Asset-Liabilities Management, Global Funding-Liquidity Risk, Capital Management-CCAR, Funds Transfer Pricing, Resolution and Recovery Planning, and Portfolio Analytics.
  • Prior to joining Wells Fargo, was a Risk Manager and held several Treasury positions with various companies.
  • Holds an MBA and BS in Business Administration
  • Certified Treasury Professional (CTP) and CPA

Private Equity 1st Year Associate

Very Good
4
11Sessions Completed
  • Private Equity
  • Consulting
  • University of Toronto
  • Toronto
  • Currently with Big Tree Capital Partners, LLC
  • Graduated from a top tier Canadian university and gained three years of strategy consulting experience at a large telecom company before transitioning to a boutique private equity firm
  • Leveraged skills acquired from previous experiences and demonstrated their relevance in the private equity sector

Equity Research Research Analyst

Very Good
4
10Sessions Completed
  • Equity Research
  • Investment Banking
  • University of Southern California
  • Hong Kong
  • Chicago
  • Los Angeles
  • San Francisco
  • Singapore
  • Currently working as an Equity Analyst at an investment management firm
  • Graduated with a BSc Business Admin and BA Economics in 2011. Also received an MBA
  • Investment Banking experience: BofAML Corporate Finance & Restructuring ; large international bank covering Transportation & Infrastructure
  • Corporate Development experience: large consumer goods company covering M&A, corporate strategy, and investor relations
  • Private Equity internship experience: special situations fund
  • Investment Management experience: buyside equity analyst covering Asia-Pac technology

Risk Management Vice President

Very Good
4
9Sessions Completed
  • Other
  • Sales and Trading
  • University of Otago
  • London
  • Hong Kong
  • Sydney
  • Currently in London with a position in risk management
  • Nearly six years in sales and trading at Morgan Stanley
  • Non-target background

Hedge Fund 2nd Year Associate

Very Good
4
6Sessions Completed
  • Hedge Fund
  • Private Equity
  • Equity Research
  • Towson University
  • New York
  • 4+ years of experience as a sellside Equity Research Associate, at both, Susquehanna International Group, and at a mid-market investment bank
  • 1 year of private equity experience doing direct investing in Global Communications Infrastructure assets
  • Additional experience: CFO & Co-founder of an e-commerce startup, IB Summer Analyst at a boutique investment bank, and Research Analyst

Private Equity Vice President

Very Good
4
6Sessions Completed
  • Private Equity
  • Investment Banking
  • Northwestern University
  • Los Angeles
  • Chicago
  • New York
  • Washington, D.C.
  • Currently working as a Vice President at a investment management firm
  • 2 years in Investment Banking at UBS - Financial Sponsors + Leveraged Finance Group
  • 3.5 years at middle-market private equity fund working as an Investment Associate
  • Undergrad and MBA from top-tier schools

Other Vice President

Very Good
4
6Sessions Completed
  • Other
  • Investment Banking
  • UCLA
  • Los Angeles
  • New York
  • Currently working as the Vice President of a multi-state cannabis company
  • Experience as an Associate at Morgan Stanley in the Financial Sponsors Group
  • Received MBA from top-tier business school; Co-Founder of the Sports Business Club, Men's Rugby Alumni Chair
  • 2009 MLB Draft Tampa Bay Rays; Professional Player from 2009-2011

Venture Capital Partner

Very Good
4
4Sessions Completed
  • Venture Capital
  • Investment Banking
  • Columbia University
  • San Francisco
  • Los Angeles
  • New York
  • Currently, doing Corporate Development at tech-focused VC
  • 2+ years experience in investment banking including Barclays
  • Multiple internships across equity research, investment banking and growth equity
  • Target undergrad

Hedge Fund Other

Very Good
4
4Sessions Completed
  • Hedge Fund
  • Sales and Trading
  • Prop Trading
  • Lehigh Univervsity
  • New York
  • A diverse background on both the buy and sell side of Wall Street
  • He began his career as an Assistant Sales Trader at one of the bulge bracket firms on their Block Trading desk
  • Then he was the Head Trader at a $2.7bn multi-strat Hedge Fund
  • He also launched his own fund with friends and family capital

Sales & Trading - Equities 1st Year Associate

Very Good
4
4Sessions Completed
  • Sales & Trading - Equities
  • Syracuse University
  • New York
  • Currently, an associate on the Latin American Institutional Sales desk at Citigroup
  • Previously spent a summer interning with a Long Island law firm in their litigation department and another summer with a multinational conglomerate in their financial analyst development program.
  • Graduated from college in 2016 with a dual degree in Finance and Commercial Real Estate. Minored in Global Political Economy

Other Recruiter

Very Good
4
3Sessions Completed
  • Other
  • Investment Banking
  • Equity Research
  • New York
  • Currently, an executive recruiter focused on investment banking, hedge fund, private equity, and corporate opportunities
  • Member of a highly ranked pharmaceuticals research team at Goldman Sachs for 2 years
  • Member of SMID biotechnology research team for a year
  • M7 MBA

Other Other

Very Good
4
3Sessions Completed
  • Other
  • Investment Banking
  • Equity Research
  • Wuhan University
  • New York
  • London
  • Currently, Financial Analysis contractor with S&P Global
  • 1.5-year experience in equity research covering the global semiconductors industry
  • 4-year experience in investment banking
  • Worked in Europe, Asia and US
  • 5 years of experience in tutoring GMAT
  • MBA with concentrations in Finance and Private Equity

Private Equity 2nd Year Analyst

Very Good
4
3Sessions Completed
  • Private Equity
  • Investment Banking
  • Saint Louis University
  • Chicago
  • Currently, Associate at a leading growth-oriented private equity fund
  • Previously investment banking analyst at Raymond James with experience spanning numerous industrials segments
  • Non-target background

Equity Research 2nd Year Analyst

Very Good
4
3Sessions Completed
  • Equity Research
  • Proprietary Trading
  • Athens University of Economics and Business (AUEB)
  • New York
  • Currently an associate equity analyst at Edward Jones
  • Managed proprietary capital involving short-term trading models and evaluating risk
  • Mentored to deliver wealth management services to High Net Worth clients
  • CFA charterholder

Corporate Finance CEO

Very Good
4
2Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Brown University
  • New York
  • Hong Kong
  • Singapore
  • Co-Founder and CEO of global financial outsourcing consultancy
  • Former investment banking associate at Standard Chartered focused on upstream oil and gas industry
  • Ivy League graduate with CFA progress

Management Consulting Consultant

Very Good
4
2Sessions Completed
  • Management Consulting
  • Investment Banking
  • Babson College
  • Boston
  • Boston
  • Experienced Associate Consultant with a demonstrated history of working in the information technology and services industry.
  • Skilled in Strategy, Entrepreneurship, Public Speaking, Market Research, Business Analytics, and Management.
  • A strong consulting professional with a Bachelor of Science in Business Administration.
  • Certificate in Technology, Operations, and Value Chain Management focused in Blockchain Technologies
  • Consultant for 1.5 years

Asset Management Portfolio Manager

Very Good
4
2Sessions Completed
  • Asset Management
  • Investment Banking
  • Consulting
  • Los Angeles
  • New York
  • Currently serves as Portfolio Manager at PIMCO
  • 4 years experience in investment banking
  • 2 years experience in management consulting
  • CFA charterholder

Asset Management Assistant Portfolio Manager

Very Good
4
1Sessions Completed
  • Asset Management
  • Currently, an investment accountant/assistant portfolio manager at a boutique fixed-income firm, Caprin Asset Management, managing fixed-income portfolios for high-net-worth clients
  • Previously, spent 1.5 years at a fintech start-up
  • During college, was actively involved in the university's investment fund and expansion strategic 2020 plan

Real Estate 3rd+ Year Analyst

Very Good
4
1Sessions Completed
  • Real Estate
  • Investment Banking
  • University of Southern California USC
  • Charlotte
  • London
  • Los Angeles
  • Currently an investment analyst at a real estate investment firm
  • 2 years as an investment banking analyst at Wells Fargo
  • Prior internships in middle market investment banking and in a special situations group of a large PE shop

Sales & Trading - Other Manager

Very Good
4
1Sessions Completed
  • Sales & Trading - Other
  • Imperial College, University of London
  • London
  • Currently manager of trading surveillance at Lloyds Banking Group
  • 2 years FX trading experience
  • 2 summer internships in sales and trading
  • Non-target background

Private Equity Partner

Very Good
4
1Sessions Completed
  • Private Equity
  • Investment Banking
  • Corporate Finance
  • Asset Management
  • University of the Philippines Diliman
  • Manila
  • Hong Kong
  • Currently, a Partner at a private family office involved in the sell-side and buy-side deals
  • Corporate Finance Manager - head of the capital raising and investor relations
  • IB Analyst (M&A deals) and Portfolio Analyst (Asset Management)
  • B.S. Economics
  • AMA link

Corporate Finance Manager

Very Good
4
1Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Private Equity
  • Corporate Development
  • Brigham Young University
  • San Francisco
  • Houston
  • Currently managing finance and strategy at tech firm
  • 2+ years experience in corporate development working on strategic initiatives and M&A
  • 2 years experience in investment banking at Wells Fargo Securities
  • Non-target background

Other Business School

Very Good
4
1Sessions Completed
  • Other
  • Investment Banking
  • Consulting
  • Asset Management
  • Massachusetts Institute of Technology
  • Chicago
  • New York
  • Currently M7 MBA candidate
  • Previously senior consultant at EY focused on operational risk assessment, structured finance valuation analysis and pricing
  • 2 summer internships in investment banking and asset management

Real Estate 3rd+ Year Analyst

Very Good
4
1Sessions Completed
  • Real Estate
  • Indiana University
  • New York
  • Launched family office focused on venture capital-oriented investments in small businesses within the Food & Beverage industries
  • 3+ years experience in real estate and real estate private equity
  • As an Analyst worked on the Acquisitions / Underwriting side, and on various Asset Management assignments

Corporate Finance Principal

Very Good
4
1Sessions Completed
  • Corporate Finance
  • Asset Management
  • University College Dublin
  • Dublin
  • London
  • Munich
  • Paris
  • Currently a Principal at a consultancy assisting corporates, SMEs and investors with mergers, acquisitions and disposals, restructurings, fund raisings, corporate strategy formulation and corporate governance
  • Strong background in corporate advisory in financial services, fund management and stockbroking sectors
  • Extensive experience in various investment banking, corporate finance and stockbroking roles
  • MBA

Hedge Fund Portfolio Manager

Very Good
4
1Sessions Completed
  • Hedge Fund
  • Sales and Trading
  • San Diego State University
  • New York
  • Cyprus
  • London
  • Los Angeles
  • San Diego
  • Currently managing a book of volatility arbitrage strategies at a major hedge fund
  • Previously worked as proprietary volatility trader at Nomura and as a portfolio manager at another prop trading firm
  • Started career in sales and trading

Sales & Trading - Other 1st Year Associate

Very Good
4
1Sessions Completed
  • Sales & Trading - Other
  • University of Toronto
  • Toronto
  • Currently an associate at Bank of America Merrill Lynch
  • 2+ years experience as a trader
  • Experience dealing in short-term US-government paper, swaps, futures and funding markets

Corporate Development 2nd Year Analyst

Very Good
4
1Sessions Completed
  • Corporate Development
  • University of Alabama
  • New York
  • Graduated with a BS in Commerce and Business Administration, completed with a double Major in Finance and Economics with a minor/concentration in Investment Management
  • Started his career in New York for a boutique ER firm on the Business Development team where he worked with the executive management team in finding acquisition partners that mostly consisted of MM banks and boutique PE firms. Acted as sell-side advisers and got experience in building pitch books, models, managing data rooms, and working with numerous professionals across the finance industry.
  • Hold a Series 79 license.
  • Joined the nations largest for-profit senior living company on a 40+ person FP&A team.

Other Other

Very Good
4
1Sessions Completed
  • Other
  • Washington, D.C.
  • Rio de Janeiro
  • Currently working at the World Bank - IFC on finance and PPPs issues for over a decade / Int'l Trade and Development
  • Has given advice to PE firms in Brazil and in the US
  • M7 MBA in finance

Investment Banking Business School

Good
3
10Sessions Completed
  • Investment Banking
  • Sales and Trading
  • Asset Management
  • Bentley University
  • New York
  • Boston
  • Charlotte
  • Miami
  • Current M7 MBA candidate
  • Previously an associate at UBS Private Wealth Management
  • Also spent 3 years managing assets at a family office
  • Internship experience in sales and trading

Management Consulting CEO

Good
3
5Sessions Completed
  • Management Consulting
  • Private Equity
  • Hedge Funds
  • Asset Management
  • University of Pennsylvania
  • New York
  • Founder of boutique consulting firm offering research services to investors
  • Former COO of retail company
  • Previously spent four years at Soros Fund Management, a highly-regarded family office
  • Internship experience in private equity
  • M7 MBA

Sales & Trading - Other Other

Good
3
1Sessions Completed
  • Sales & Trading - Other
  • Paris
  • London
  • Currently covers cross asset investment strategies for UK and Ireland at Exane
  • Considerable experience in cross asset derivatives and structured products sales
  • Over 5 years of experience at leading investment banks both in London and Paris

Management Consulting Consultant

Poor
2
2Sessions Completed
  • Management Consulting
  • Corporate Finance
  • The Ohio State University
  • New York
  • Currently a consulting manager at Visa Performance Solutions
  • Prior experience in credit card advisory, global merchant services and small merchant pricing
  • Completed Finance Leadership Development Program

Private Equity 1st Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Columbia University
  • New York
  • Current 1st-year private equity associate working in flagship corporate buyout fund at a megafund (Apollo/BX/Carlyle)
  • Relevant, recent on-cycle PE recruiting experience (participated and received PE offer in 2017 on-cycle process)
  • 2 years of experience at BB in investment banking
  • Target school background

Investment Banking 2nd Year Associate

0Sessions Completed
  • Investment Banking
  • Institute of Technology of Monterrey
  • Mexico City
  • 6 years of finance experience, most recently in technology investment banking
  • Focus: M&A and strategic shareholder/financial advisory to companies in the technology industry with a passionate interest in the software and internet/digital media verticals
  • Serves as a mentor and advisor to emerging entrepreneurs and enjoys talking about technology, investing, entrepreneurship, world events, music and whatever is interesting.
  • Holds a BA Finance & Accounting degree
  • MBA

Corporate Development Director

0Sessions Completed
  • Corporate Development
  • Venture Capital
  • Boston
  • Currently, Director of Corporate Development focusing on the gene and cell therapy pipelines.
  • He has worked in the medical device and pharmaceutical industries for over 15 years in various roles of increased leadership and responsibility. These included positions within corporate strategy, global operations and manufacturing, business development, commercial development.
  • Extensive experience in global product launches and life-cycle management.
  • Doctoral graduate of the Department of Biomedical Engineering
  • Over 160 public presentations at a variety of high-impact conferences

Real Estate 3rd+ Year Analyst

0Sessions Completed
  • Real Estate
  • Thomas Edison State College
  • Currently, assist with underwriting and market analysis on institutional assets (student housing, multifamily and joint venture)
  • Worked as a Brokerage Analyst writing feasibility and market studies
  • Bachelor's Degree in Humanities
  • Pursuing Master's in Real Estate

WSO Podcast

Check out his recent podcast here

AMA

Check out his AMA here

Management Consulting Manager

0Sessions Completed
  • Management Consulting
  • Worcester Polytechnic Institute
  • Washington, D.C.
  • 12 years of experience in predicting complex time series with simulation and machine learning / deep learning
  • Built models for commodities, aircraft, hotels, healthcare, nuclear fuel reprocessing, taxpayer customer life cycle, scientific instruments, social influence operations
  • PhD in Public Administration
  • Graduated with BS in System Dynamics

Private Equity Business School

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Harvard University
  • New York
  • Worked as an Associate at a middle-market PE firm that targets investment in financial services, media, industrials and energy.
  • Investment banking analyst at Goldman Sachs
  • Currently attends top business school
  • Graduated with an A.B. in Economics

Corporate Finance Director

0Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Corporate Development
  • The Ohio State University
  • Chicago
  • New York
  • An established M&A practitioner with 15+ years of experience with elite institutions on both sides of the table
  • She recently joined a global ingredients company to lead its M&A department
  • Vice-President within the Consumer Retail IBD practice, covered global food companies
  • Spent 8+ years with an Industrial company in its Corporate Development & Strategy team and field operations
  • MBA with concentrations in Economics and Finance
  • BSBA in Accounting and licensed CPA

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • New York
  • Current second-year investment banking analyst at BB bank
  • Previously worked at and interned with a boutique investment bank
  • B.S. in political science

Check out his recent podcast here

Private Equity 3rd+ Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Babson College
  • New York
  • Generalist private equity investment professional at Apollo Global Management.
  • Previously spent 2 years at a bulge bracket bank.
  • Actively involved with recruiting and interview processes for candidates of all backgrounds, including interns, full-time, and lateral hires.
  • Have reviewed resumes and helped prepare candidates for banking, PE, and HF interview processes.

Investment Banking 1st Year Associate

0Sessions Completed
  • Investment Banking
  • United States Naval Academy
  • New York
  • M&A Investment Banking Associate
  • Graduated from the United States Naval Academy
  • MBA / MS

Private Equity Director

0Sessions Completed
  • Private Equity
  • Real Estate
  • University of California, Berkeley
  • Hong Kong
  • San Francisco
  • Singapore
  • He has experience in both private equity and real estate investment.
  • As an investment officer, he has worked at some of Asia's top funds, including PE industry leaders
  • Uniquely has experience in both deploying and raising capital.
  • Holds an MBA and a BA with High Honors
  • More on this mentor from his AMA here.

Real Estate Business School

0Sessions Completed
  • Real Estate
  • Consulting
  • Corporate Strategy
  • Princeton University
  • Los Angeles
  • New York
  • Prior Consulting experience on the Deals Strategy team specializing in Growth Strategy and Commercial Due Diligence
  • Worked with a Global Corporate Strategy team reporting to the Chief Strategy Officer
  • Majored in Public and International Affairs minored in Computer Science and South Asian Studies
  • Currently an MBA specializing in Real Estate & Finance

Hedge Fund Investment Analyst

0Sessions Completed
  • Hedge Fund
  • Investment Banking
  • New York University NYU
  • New York
  • Distressed & special situations investment analyst focused on debt instruments. Generalist
  • IB (Analyst to Associate direct promote) focused on GP-led fund restructuring and single-asset SPV transactions. Generalist
  • Worked on distressed debt workouts across the energy vertical; experience in American and Canadian in-court and out-of-court restructuring
  • Credentials: Passed CFA Level 2 and generic Series exams for IB roles
  • Bachelor of Science, Finance, International Business

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Private Equity
  • Middlebury College
  • San Francisco
  • Currently an MBA student at HBS/Stanford GSB
  • Previously worked for 2-3 years as a private equity associate focusing on TMT investments
  • Spent 2-3 years as an investment banking analyst in GS TMT/MS Menlo
  • Graduated with a liberal arts degree
  • Link to AMA

Non-profit Director

0Sessions Completed
  • Other
  • Sales and Trading
  • Asset Management
  • Bentley University
  • New York
  • Currently Director Global Energy Markets & Strategic Business Development
  • Previously worked in business development
  • Also worked as a Portfolio Manager at AllianceBernstein
  • Experience in commodities sales and trading

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at this AMA here

Corporate Finance Manager

0Sessions Completed
  • Corporate Finance
  • Accounting
  • University of San Diego
  • San Francisco
  • FP&A Manager public fin-tech company
  • 1.5 years in an Audit /Business Valuation hybrid senior role non-big 4
  • 2.5 years in audit non-big 4 (associate/senior)
  • BA in Accounting from a non-target school
  • MA in Accounting

Corporate Finance CFO

0Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Private Equity
  • Corporate Finance
  • Asset Management
  • University of Dayton
  • Detroit
  • New York
  • Currently, the CFO of an incentivized engagement marketing services company and portfolio company of private equity fund
  • Over 12 years of finance experience, including asset management, middle market investment banking, middle market private equity, and corporate finance
  • Graduated with a BS in Finance and Economics. MBA in Finance and Management
  • Is a Chartered Financial Analyst

Venture Capital Director

0Sessions Completed
  • Venture Capital
  • Investment Banking
  • University of Florida
  • New York
  • Atlanta
  • Currently Director of innovations and investments for sports league
  • 2+ years experience in venture captial
  • 2+ years in investment banking with SunTrust Robinson Humphrey
  • M7 MBA

Management Consulting Principal

0Sessions Completed
  • Management Consulting
  • Investment Banking
  • Consulting
  • Venture Capital
  • Corporate Development
  • Tulane University
  • Currently, an investment specialist that advises technology firms, family offices and private equity funds on M&A and growth strategies for their portfolio companies
  • Head of Investments with focus areas were cybersecurity, data analytics, and tech-enabled services
  • Consulting Lead Associate for their commercial division in the US and Europe
  • IB Analyst, emerging markets group
  • Specialist in cross border technology and services deals
  • Bachelor of Science, Mathematics and Economics
  • MS Finance and Economics

Corporate Development Manager

0Sessions Completed
  • Corporate Development
  • University of Illinois at Urbana-Champaign
  • Chicago
  • Works for F500 banking company that focuses primarily on consumer lending, retail banking, and other financial services
  • ~5 years in varied industry roles, with job functions covering credit, business strategy, analytics, product management, and operations
  • BSci in Finance from large state university
  • Particular interest in mentoring those going through recruiting, with extensive recruiting experience on both sides of the table (including for current firm)

Management Consulting Managing Director

0Sessions Completed
  • Management Consulting
  • Investment Banking
  • University of Alabama
  • New York
  • Currently a Managing Director at a consulting firm, serving as interim CFO for various middle market companies
  • Previously spent more than 10 years at Bank of America Merrill Lynch in various global capital markets finance and global research finance roles
  • Started career in consulting

Corporate Finance

0Sessions Completed
  • Corporate Finance
  • Equity Research
  • State University of New York at Binghamton
  • New York
  • MBA, undergrad from non-target public university
  • Spent 4 years in Equity Research at Bank of America Merrill Lynch
  • Spent 1.5 years in Corp FP&A and IR at a Fortune 500 transportation company
  • Currently, spent the last year at a fast-growth software start-up as strategic finance partner to the CFO

Asset Management CEO

0Sessions Completed
  • Asset Management
  • Sales and Trading
  • Clarion University
  • New York
  • Founder of New York-based specialty finance company focused on the origination and advisory of alternative assets, derivatives, and structured credit products
  • Spent 10+ years at The Bank of New York Mellon in sales and trading roles
  • Non-target undergrad and masters

Investment Banking 2nd Year Associate

0Sessions Completed
  • Investment Banking
  • Accounting
  • Maharshi Dayanand University
  • Cleveland
  • Healthcare investment banking associate at a big 4
  • Previously, an Associate with a boutique investment bank in the M&A group
  • 3.5 years Consultant for a big 4
  • Worked on sell-side, buy-side, and private placement deals
  • Graduated with a Bachelor of Engineering and MBA in Finance

Management Consulting Consultant

0Sessions Completed
  • Management Consulting
  • University of Utrecht
  • Amsterdam
  • Currently an MBA student
  • 3 years of experience at BCG
  • Extensive experience with recruiting and interviewing (100+ mock interviews)

Hedge Fund Investment Analyst

0Sessions Completed
  • Hedge Fund
  • Asset Management
  • Risk Management
  • Princeton University
  • New York
  • A Senior Analyst in an event-driven, long-short equity hedge fund firm. Responsible for outsourcing and underwriting.
  • Previously, Global Fixed Income Investments Senior Associate
  • Graduated B.S.E. in Operations Research and Financial Engineering

Management Consulting 3rd+ Year Analyst

0Sessions Completed
  • Management Consulting
  • University of Virginia UVA
  • Currently, a third-year analyst in the Securities and Finance Practice at an Economic Consulting firm
  • Serve as a member of the practice training committee, conduct campus and full-time recruiting, and mentor new hires
  • Graduated with double majors in Economics and Statistics

Management Consulting 2nd Year Associate

0Sessions Completed
  • Management Consulting
  • University of Virginia UVA
  • New York
  • Entry-level associate for BCG in the NYC office (joined as an experienced hire one year out of school from another consulting firm in NYC)
  • Completed BA / MS from target public school on the east coast
  • Has completed over 100 case interviews

Private Equity Manager

0Sessions Completed
  • Private Equity
  • Investment Banking
  • New York University NYU
  • New York
  • B.A. - Economics
  • 3 years in middle market investment banking
  • 2 years in middle market private equity
  • 2 years in business journalism

Corporate Finance CFO

0Sessions Completed
  • Corporate Finance
  • Accounting
  • Eastern Illinois University
  • Currently CFO at a business unit within F500 company
  • Previously Director of FP&A, F500
  • Other Corporate Finance experience includes supporting Sales, Marketing/Commercial, Operations, Global Business Units across 2 F500s in the Industrial and Healthcare/Pharma space.
  • Non-Corporate Finance experience in Big 4 accounting and financial consulting.

Venture Capital

0Sessions Completed
  • Venture Capital
  • University of London, King's College London
  • Los Angeles
  • Hong Kong
  • New York
  • Currently a Co-Founder at a venture-backed company building a platform to facilitate fractional home ownership
  • Previously, a founding member of a Series A payments startup based out of New York and Hong Kong
  • Bachelor of Laws, Law

Asset Management 2nd Year Analyst

0Sessions Completed
  • Asset Management
  • Investment Banking
  • University College London
  • London
  • Working as an Analyst in Product Strategy (intersection between Portfolio Management and Sales) with focus on two multi-asset portfolio groups: Income and Model Portfolios (built from ETFs)
  • Previously interned at HSBC Group's Global Banking division in the real estate and infrastructure team
  • Graduated with a BSc in Economics

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at this AMA here

Private Equity Other

0Sessions Completed
  • Private Equity
  • Asset Management
  • Newcastle University
  • Hong Kong
  • Singapore
  • Currently, an investment professional at Saudi Aramco with multi-billion-dollar deal experience (M&A, JV development and carve-outs)
  • Formerly an asset manager at a wholly owned real estate investment vehicle and the founder of a multiple international award-winning clean-tech start-up.
  • Graduated from an elite school
  • A CFA Charterholder, a Project Management Professional (PMP)

Risk Management Manager

0Sessions Completed
  • Other
  • Equity Research
  • University of Nottingham
  • London
  • Mexico City
  • Seattle
  • Currently a technical project manager at Credit Suisse
  • Previous experience in equity research industry in Latin America
  • Also worked in recruitment and later as a back office data analyst for a large bank in the UK

Other Manager

0Sessions Completed
  • Other
  • Consulting
  • National Institute of Technology Tiruchirappalli
  • San Francisco
  • Houston
  • Currently a senior manager of mobile product development at a tech firm
  • Previously a senior consultant at PwC
  • PMP certified professional with over 9 years of client focused experience in capital project planning and execution, governance and control assessments, program and project management and controls
  • Experience in infrastructure and construction, technology, entertainment, healthcare and education industries>

Sales & Trading - Fixed Income Trader

0Sessions Completed
  • Sales & Trading - Fixed Income
  • University of Illinois at Urbana-Champaign
  • Chicago
  • Currently, Senior Trader at Proprietary Trading Firm
  • Formerly, Trader & Volatility Manager at Largest Fixed Income Options Desk in Chicago.
  • Expertise in Fixed Income Markets Across the U.S. Yield Curve
  • Graduated with a Bachelor of Applied Science in Economics

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at his AMA here

Private Equity 1st Year Analyst

0Sessions Completed
  • Private Equity
  • University of Iowa
  • Chicago
  • 1st-year Analyst doing a rotational program at PE FoF that does Direct Co-Investments as well
  • Currently on the data and analytical part of the rotation, working with fund metrics, macro PE metrics, building deliverables to PE managers to help them determine their fund characteristics,
  • Ad Hoc Investment projects such as DD analyzing managers, Building Models relating to our own funds
  • Next rotation is DD on opportunities (FoF, Secondary, and Direct), which is the more traditional PE experience

Investment Banking Assistant Vice President

0Sessions Completed
  • Investment Banking
  • Mount Holyoke College
  • Bangkok
  • New York
  • Investment Banking AVP under the strategy and transformation group with a special focus on machine learning projects
  • Co-founded a startup focused on developing a chatbot trained in cognitive behavioral therapy
  • BA in Economics

WSO Podcast

Check out her recent podcast here

Hedge Fund Other

0Sessions Completed
  • Hedge Fund
  • Equity Research
  • Macquarie University
  • Hong Kong
  • Currently working with a startup hedge fund to raise capital and blogging on finance and personal development with the target of setting up educational programs
  • Previously involved in equity research at UBS
  • Part of the top-ranked Chinese banks team in Institutional Investors survey

Equity Research 2nd Year Associate

0Sessions Completed
  • Equity Research
  • Westminster College, Fulton Missouri
  • Boston
  • Equity Research Associate where he is on a team that covers restaurant companies
  • Graduated with a double-major in Economics and Finance

Real Estate Managing Director

0Sessions Completed
  • Real Estate
  • University of Utah
  • New York

Private Equity 1st Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Iowa
  • Currently, a Private Equity Associate at a middle market TMT focused fund
  • Previous analyst at a Bulge Bracket TMT group
  • Graduated with BBA in Finance

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • Corporate Development
  • Asset Management
  • University of San Diego
  • 2nd year Analyst, advising broader global industrial companies on M&A and capital market transactions
  • Operating experience in Industrial start-up focusing on growth strategy, capital raising, account management, process improvement and liquidity management
  • Previous Industrials middle-market advisory experience across Infrastructure, Industrial Technology, Specialty Chemicals, Aerospace & Defense and Diversified Industrials
  • Internships spanning VC, PE, M&A and Corporate Strategy for a Fortune 20 company
  • B.B.A. in Finance
  • AMA link

Management Consulting Consultant

0Sessions Completed
  • Management Consulting
  • California State University Northridge
  • Washington, D.C.
  • Currently, a Senior Consultant in Government and Public Services at Deloitte Consulting (4 years total experience working with government and nonprofit clients)
  • Graduated with a Masters in Public Policy
  • Spent 2 years as a Peace Corps Volunteer in Sub-Saharan Africa

Real Estate Vice President

0Sessions Completed
  • Real Estate
  • University of California, Santa Barbara
  • San Francisco
  • Currently a Vice President advising on public and private real estate transactions nationally
  • Previously worked as a private equity real estate associate
  • Graduated with a BA in molecular, cellular, and developmental biological sciences
  • Associate board member of a non-profit company focused on lessening the opportunity gap in education

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Austin College
  • Dallas
  • 2nd year associate at a boutique PE firm focusing on the lower middle market with 4 transactions completed including 3 platform investments along with 1 add-on acquisition.
  • Previously worked at a super-regional credit-focused bank as a senior analyst in the middle market and corporate groups.
  • Masters in Finance
  • Non-Target BBA in Economics

Real Estate 3rd+ Year Analyst

0Sessions Completed
  • Real Estate
  • University of California, San Diego
  • Currently, a senior analyst on the Commercial Mortgage Back Securities team placing permanent financing across all product types and markets
  • Previously worked in asset management and HFF (equity placement and fundraising)
  • Graduated with a BA in Economics.

Research CEO

0Sessions Completed
  • Other
  • Investment Banking
  • Venture Capital
  • Hedge Fund
  • Real Estate
  • William & Mary
  • New York
  • Founder and CEO of NY based market research/alternative data firm
  • Private real estate investor
  • Founding investment team member of NY based hedge fund 3-years
  • Goldman Sachs IBD 4-years
  • Non-Core undergrad

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at this AMA here

Private Equity Principal

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Dartmouth College
  • New York
  • Principal at Stripes Group, a growth equity firm
  • Experienced board member
  • Focus on sourcing and evaluating investment opportunities in the B2B & B2C Internet, SaaS and branded consumer products sectors

Investment Banking Vice President

0Sessions Completed
  • Investment Banking
  • Venture Capital
  • Corporate Finance
  • University of Redlands
  • New York
  • San Diego
  • *5+ years Investment Banking experience in the Healthcare group
  • VP at a start-up focused on medical devices
  • Hired, coached and mentored deal teams
  • BS, Business and MBA with emphasis in Finance and Entrepreneurship

Corporate Development Director

0Sessions Completed
  • Corporate Development
  • Investment Banking
  • Corporate Finance
  • New York University NYU
  • Washington, D.C.
  • New York
  • Currently serving as a Director of Corporate Development at a publicly traded hospitality company
  • Served as AVP of Business Assessment and Strategic Analytics at a major global bank
  • Served as an Investment Banking Analyst in the Transportation Group for a middle market investment bank
  • Graduated with Bachelor of Science in Finance and Accounting
  • MBA candidate

Investment Banking Business School

0Sessions Completed
  • Investment Banking
  • Investment Banking
  • Corporate Strategy
  • Lehigh Univervsity
  • Los Angeles
  • Currently, COO at financial technology firm
  • Previously worked in corporate strategy for a digital media company
  • Prior experience in private banking and investment banking, including Houlihan Lokey
  • MBA

Investment Banking 3rd+ Year Associate

0Sessions Completed
  • Investment Banking
  • Accounting
  • Penn State University
  • Philadelphia
  • New York
  • Currently an Associate with a lower middle market M&A advisory firm primarily covering the firm's healthcare and business services industry verticals
  • 2.5 years at Ernst & Young in the Transaction Advisory Services
  • Non-target background

Investment Banking Vice President

0Sessions Completed
  • Investment Banking
  • Corporate Development
  • University of California, Santa Cruz
  • San Francisco
  • Los Angeles
  • 6 years working in Investment Banking
  • Experienced strategic & financial advisory professional advising companies in the Biopharmaceutical space with an emphasis on finance, strategy, corporate development, and investor relations.
  • Substantial experience working directly with Sr. Mgmt and Division Heads on a broad spectrum of strategic initiatives (M&A, partnerships, licensing, capital raising, among others)

Venture Capital Investment Analyst

0Sessions Completed
  • Venture Capital
  • Consulting
  • Boston College
  • Analyst at a leading healthcare venture capital fund (AUM ~$750M)
  • Non-sourcing role primarily responsible for diligence
  • ~2 years at leading management consulting firm
  • Semi-target undergrad

Risk Management Director

0Sessions Completed
  • Other
  • University of the South
  • Toronto
  • London
  • Mumbai
  • New York
  • Singapore
  • Currently with CIBC's Credit Risk Management department
  • Previously with various banks primarily in corporate banking and credit-related roles
  • Has worked in US, Asia and Europe
  • MPA

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Birmingham
  • London
  • An Investment Associate at private markets investment management firm (private debt )
  • Previously, a corporate banking associate in the leveraged finance group
  • BSc in International Business

Venture Capital Other

0Sessions Completed
  • Venture Capital
  • Consulting
  • Corporate Development
  • Copenhagen Business School
  • Manila
  • Stockholm
  • Currently, Chief Commercial Officer at a Series-A funded Fintech startup operating in South East Asia, where he is responsible for the commercial strategy and go-to-market operation
  • Previously spent 3.5 years with Bain & Company, focusing on private equity due diligence as part of the ringfence teams in the Stockholm and San Francisco Offices. Extensive experience in strategy development projects across verticals.
  • Graduated, Political Science with a Msc in Management

Management Consulting Principal

0Sessions Completed
  • Management Consulting
  • Equity Research
  • Northwestern University
  • Chicago
  • 6 yrs strategy consulting experience
  • 4 yrs as a Senior Equity Research Associate at Robert W. Baird
  • M7 MBA and CFA charterholder

Hedge Fund Director

0Sessions Completed
  • Hedge Fund
  • Cornell University
  • New York
  • 10+ years of rigorous research experience
  • 5+ years of trading
  • Graduated with a BA in Economics. CFA
  • His AMA is Here

Management Consulting 2nd Year Analyst

0Sessions Completed
  • Management Consulting
  • Investment Banking
  • Cornell University
  • New York
  • Currently, a Business Analyst at a consulting firm
  • Worked as an IB Analyst under the mergers and acquisitions group
  • BS and MEng in Chemical Engineering

Corporate Finance 1st Year Associate

0Sessions Completed
  • Corporate Finance
  • The College of Wooster
  • Currently an associate based in Santiago, Chile working in Altis Servicios Financieros.
  • Worked for 3.5 years at a multinational consulting firm with a focus on M&A (mining, logistics, real estate) and PE Funds.
  • Experience working in LATAM markets in buyouts.
  • BA, Economics

Private Equity Director

0Sessions Completed
  • Private Equity
  • Other
  • University of Dayton
  • Boston
  • Currently Director at private equity focused on middle-market businesses across a variety of sectors
  • 6+ years experience in private equity
  • Military veteran
  • M7 MBA

Hedge Fund 1st Year Associate

0Sessions Completed
  • Hedge Fund
  • Wilfrid Laurier University
  • Toronto
  • Currently an Associate at an investment firm, a multi-disciplinary asset manager with a traditional long/short hedge fund, private equity arm, and a shareholder activism practice predominately focusing on North American businesses.
  • Prior to this, held three internships over the course of his undergrad. During his 2nd year internship, he interned at an investment firm, a long-only asset manager. Subsequent to this, during his second internship he was at Barclays in the Investment Banking Division. Finally, during his last internship, he was at a hedge fund focusing on long/short equity and credit investments.
  • Graduated with high distinction with a BBA in Finance and Minor in Economics. Recipient of the Alumni Gold Medal for being the top student in the graduating class (calculated via four-year cumulative GPA). During the course of his university career, he was the portfolio manager of the student investment fund for 2 years. In addition, he was a part of various case competitions where he had placed in the top 3. Finally, he was a mentor for the Investment and Finance Association, where he helped aspiring students break into their desired field of finance.

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Appalachian State University
  • San Francisco
  • Experience in private equity, leveraged finance / private debt, real estate, and startups
  • Currently, part of the capital markets team (LBOs, consumer, industrials, healthcare and software)
  • BSc in Business Administration

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Georgia
  • Boston
  • Charlotte
  • An Associate at a private equity firm focused primarily on consumer and retail products
  • Generalist M&A full-time role
  • Throughout the journey, has also sat across the table several times, playing the role of interviewer and resume reviewer
  • Went to a non-target university and graduated with a Finance & Economics double-major

WSO Podcast

Check out part 1 of his podcast here and part 2 here.

WSO AMA

Take a look at this AMA here

Private Equity 1st Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Chicago
  • New York
  • Philadelphia
  • Currently an associate at a private investment firm
  • Previous experience in investment banking, including a summer analyst position at Goldman Sachs
  • Target undergrad

Investment Banking Director

0Sessions Completed
  • Investment Banking
  • Commercial Banking
  • Chicago
  • Investment banking professional with 8+ years experience
  • Currently, Industrials M&A Director at a middle-market Investment Bank
  • Previously, commercial banking relation manager
  • Specialties: Cross border M&A, Valuation and Financial Modeling, Financial Statement Analysis, Commercial Credit Analysis
  • Bachelor, Finance
  • MBA

Investment Banking Business School

0Sessions Completed
  • Investment Banking
  • Sales and Trading
  • Hong Kong Polytechnic University
  • Hong Kong
  • Previously with Debt Capital Market team at an asset management firm;
  • Associate, Sales and Trading at a globalized financial derivative unit
  • Corporate Banking AR Manager in a commercial bank
  • BBA in Accounting and Finance
  • Pursuing an MBA degree

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • Venture Capital
  • Macaulay Honors College at CUNY
  • Spent a year as an Associate with a venture capital Private Equity fund
  • Worked for Bloomberg in New York and HSBC Leveraged Finance in London
  • Graduated with a BA in Economics, Finance and Mathematics.

Management Consulting Consultant

0Sessions Completed
  • Management Consulting
  • Commercial Banking
  • Consulting
  • Zhejiang University
  • Washington, D.C.
  • Charlotte
  • New York
  • Currently a strategy and M&A advisor at KPMG
  • 7+ years experience in consulting, including as an independent consultant
  • 3+ years experience in risk management

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Consulting
  • Texas A&M University
  • Los Angeles
  • Dallas
  • Currently a Senior Private Equity Associate for a Venture Capital & Private Equity firm in California
  • Previously worked as a Senior Analyst for Accenture, focusing in Financial Services
  • MBA from a top 5 program

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • Appalachian State University
  • Currently an Analyst at a boutique sell-side investment banking firm on the consumer and industrial products team
  • Previously worked as a Valuation Consultant at a public accounting firm performing valuation work primarily for financial reporting and litigation purposes
  • Graduated Bachelor of Science in Business Administration, Finance and Banking

Corporate Development 1st Year Associate

0Sessions Completed
  • Corporate Development
  • New York
  • Business development for BAML
  • Prior to joining BAML served in the United States Army and had multiple deployments to Afghanistan and Iraq

Private Equity 1st Year Associate

0Sessions Completed
  • Private Equity
  • University of Virginia
  • New York
  • Rio de Janeiro
  • Currently an Associate at a private equity investment firm in New York

Corporate Development Manager

0Sessions Completed
  • Corporate Development
  • Investment Banking
  • University of Virginia
  • Washington, D.C.
  • Denver
  • New York
  • Currently, a Development Associate at Washington D.C.-based real estate company
  • Previously, Manager, Strategy & Business Development at a resort and travel company
  • 1+ year Investment Banking experience at UBS

Management Consulting 1st Year Associate

0Sessions Completed
  • Management Consulting
  • University of Bristol
  • London
  • Luxembourg
  • Consulting Associate at L.E.K.

Investment Banking 3rd+ Year Associate

0Sessions Completed
  • Investment Banking
  • Penn State University
  • Philadelphia
  • Currently an IB Associate - Mergers & Acquisitions
  • Worked for two years as an Analyst in middle market banking, including sell-side M&A and debt and equity financings
  • MS Finance

Private Equity Vice President

0Sessions Completed
  • Private Equity
  • Asset Management
  • VP in a middle-market private equity company
  • Previously, a Senior Associate in a private firm focused on delivering long-term investments
  • Bachelor of Arts, Financial Economics

Private Equity 3rd+ Year Associate

0Sessions Completed
  • Private Equity
  • Drexel University
  • New York
  • Currently, a Senior Associate on the private equity team investing in consumer retail, restaurants, business services, media, and transportation
  • Pre-Seed venture capital investor in the retail, technology, and futuristic investment space
  • Graduated with a B.S. in Business Administration with a concentration in finance

Asset Management 1st Year Associate

0Sessions Completed
  • Asset Management
  • Investment Banking
  • Private Equity
  • University of Wisconsin-Milwaukee
  • Chicago
  • New York
  • Currently an Associate at Rothschild
  • 1.5 years experience as an Associate at a lower middle market private equity fund
  • Work with several local non-profits in an advisory role
  • Top 25 MBA

Investment Banking 3rd+ Year Analyst

0Sessions Completed
  • Investment Banking
  • Consulting
  • Cornell University
  • Los Angeles
  • Currently working in investment banking at CEC Capital
  • 3+ years experience in investment banking
  • Internship experience in consulting

Real Estate Vice President

0Sessions Completed
  • Real Estate
  • City University of New York, Baruch College
  • New York
  • Currently working in debt and structured finance at CBRE
  • Previously spent 5+ years as associate and senior associate at other leading commercial real estate firms
  • Volunteers on real estate groups, to help others enter the industry on the commercial/finance side

Corporate Finance 2nd Year Analyst

0Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Real Estate
  • Middlebury College
  • New York
  • London
  • Currently a Senior Analyst on the US direct lending team at British FinTech, which is using AI to change middle-market growth / real estate lending.
  • Joined the firm out of school as an Analyst on the company's US technology-platform team, before being transferred to the direct lending team in London.
  • Previous experience as an investment banking intern at Goldman Sachs in New York, and an investment banking intern at a leading real estate focused boutique in London.
  • Also interned at a consumer-focused venture capital firm in London, and a presidential campaign's offices in Washington, D.C.
  • Graduated from a leading American liberal arts college.

Other Other

0Sessions Completed
  • Other
  • Asset Management
  • University of Florida
  • Washington, D.C.
  • Currently working in the public sector
  • Previously worked with non-profit as an analyst for two years
  • Completed finance development program internship

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • Queen's University
  • New York
  • Toronto
  • Currently at J.P. Morgan
  • Previously worked as an IB analyst in a global healthcare coverage group
  • Has experience in IB at a diversified industries coverage group and working in real estate investing division

Other Business School

0Sessions Completed
  • Other
  • Consulting
  • Real Estate
  • University of California, Berkeley
  • Philadelphia
  • San Francisco
  • Currently an MBA candidate at Wharton
  • Spent 5+ years working as a consultant working across several industries including healthcare, financial services, CPG and retail
  • Prior experience managing several multi-unit properties in San Francisco

Venture Capital Principal

0Sessions Completed
  • Venture Capital
  • Investment Banking
  • Case Western Reserve University
  • New York
  • 3+ years experience as an investor at early stage venture capital firms
  • Early employee at a tech start-up leading leading CRM marketing and later corporate development
  • 1 year investment banking experience focused on mergers and acquisitions
  • MBA from Wharton

Other CEO

0Sessions Completed
  • Other
  • State University of New York College at Plattsburgh
  • Buenos Aires
  • New York
  • Significant experience in tech startups in Latin America, including founding a startup accelerator in Argentina
  • Previously served as Director of Operations at one of the largest mobile app development companies in the US
  • Active participant in the global startup community, including serving as a Startup Weekend & The Next Web Mentor, Internet Week & Tech Cocktail Speaker and feature on Killerstartups.com

Investment Banking Vice President

0Sessions Completed
  • Investment Banking
  • Stanford University
  • San Francisco
  • A VP at a BB bank in their leveraged finance group
  • Served as a COO for a cleantech company
  • Investment banking summer associate in the TMT group
  • Bachelor of Arts and MBA, Finance

WSO Podcast

Check out his podcast here

WSO AMA

Take a look at his AMA here

Investment Banking Managing Director

0Sessions Completed
  • Investment Banking
  • Temple University
  • Philadelphia
  • Currently the Managing Director for a financial tech company
  • Previously worked with a firm for over seven years managing the deal team
  • Worked as an intermediary, representing PE funds in transaction processes for deals across the US
  • Worked in consumer lending

Sales & Trading - Other Director

0Sessions Completed
  • Sales & Trading - Other
  • Sales and Trading
  • Venture Capital
  • New York University NYU
  • New York
  • Currently a Director at Credit Suisse
  • 8+ years as a structured credit trader (sell-side)
  • 1 year experience in venture capital

Asset Management 3rd+ Year Associate

0Sessions Completed
  • Asset Management
  • The University of International Business & Economics
  • New York
  • Beijing
  • Capital Markets Risk Associate at a bulge bracket bank
  • Macroeconomic Research Summer Ph.D. Associate
  • Bachelor's Degree, Economics

Investment Banking 1st Year Analyst

0Sessions Completed
  • Investment Banking
  • Asset Management
  • New York University NYU
  • San Diego
  • Los Angeles
  • New York
  • Currently an investment banking analyst at a middle market advisory boutique
  • Prior to starting full-time in IB, spent a year as a product analyst at Pacific Investment Management Company (PIMCO)
  • Interned at an M&A shop and a valuation and appraisal firm

Other Manager

0Sessions Completed
  • Other
  • Consulting
  • Asset Management
  • University of California, Davis
  • San Francisco
  • Atlanta
  • Boston
  • Currently a product manager at a tech firm
  • Previously a consultant at McKinsey & Company
  • Has 4 years experience in finance working in post-merger integrations and doing internal consulting at a large financial services firm
  • Top MBA

Investment Banking Manager

0Sessions Completed
  • Investment Banking
  • St. Xavier's College, Calcutta
  • 8+ years experience at SBI Capital Markets, investment banking arm of State Bank of India, the largest bank of India
  • Has extensive experience across sectors and products (M&A, Debt Syndication, Advisory, Capital Markets etc.)
  • MBA

Investment Banking 1st Year Analyst

0Sessions Completed
  • Investment Banking
  • Corporate Development
  • University of Mississippi
  • Chicago
  • Currently an Analyst at an IB firm serving middle-market companies
  • Spent 1.5 years as a leading business development analyst in the M&A team and worked with the execution team that developed strategy and portfolios
  • Graduated with BA in Business Administration in Managerial Finance

Podcast: Side Door to Investment Banking

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Check out his AMA here

Real Estate

0Sessions Completed
  • Real Estate
  • University of Pennsylvania
  • Los Angeles
  • Head of corporate real estate for 2 years
  • Previously, an Asset Manager for a commercial real estate portfolio and Portfolio Director that co-managed infrastructure deal flow
  • Bachelor of Arts and Master of Real Estate Development
  • AMA link

Other CEO

0Sessions Completed
  • Other
  • Investment Banking
  • Consulting
  • Politecnico di Milano
  • Milan
  • Paris
  • Singapore
  • Previously worked as a Principal at BGC in Milan for over ten years
  • Currently the Co-Founder and CEO of his own company
  • MBA from INSEAD

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • Tufts University
  • Chicago
  • New York
  • Currently works as an Analyst at a boutique investment bank in Chicago
  • Previously worked for Ernst & Young Capital Advisors
  • Graduated with a B.A. in Economics

Investment Banking 2nd Year Analyst

0Sessions Completed
  • Investment Banking
  • University of South Florida
  • New York
  • Investment banking analyst working in the M&A and the financing side of the business mostly focused on Latin America
  • Broke into Wall Street a sophomore coming from a non-target school
  • Bachelor of Science, Finance

Management Consulting Associate Consultant

0Sessions Completed
  • Management Consulting
  • Washington University in St. Louis
  • Tokyo
  • An associate at L.E.K. Consulting Tokyo;
  • Experience ranges from Japan market entry strategy to commercial due diligence of U.S. companies
  • Engineering degree

Other Other

0Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • University of California, Santa Barbara
  • San Francisco
  • Los Angeles
  • New York
  • Currently working in public equity
  • 3+ years experience in private equity with a generalist industry focus
  • Prior experience includes investment banking at JP Morgan

Investment Banking 1st Year Associate

0Sessions Completed
  • Investment Banking
  • Vanderbilt University
  • New York
  • Currently working at PwC as a Senior Associate
  • Previously an Associate at a Boutique IB - capitalization companies, special situation investments and Special Purpose Acquisition Companies
  • Was an analyst for three years at a global firm working in Internal Business Development, Investment Banking, Merchant Banking
  • MBA from top program

Real Estate Other

0Sessions Completed
  • Real Estate
  • James Madison University
  • Washington, D.C.
  • Currently leasing associate at Rappaport, the Mid-Atlantic's largest independent retail development and brokerage house
  • Previously spent 6+ years working for other real estate firms
  • Served as real estate reporter for industry publication

Investment Banking Vice President

0Sessions Completed
  • Investment Banking
  • Corporate Finance
  • Indigenous Autonomous University of Mexico
  • Mexico City
  • Financial manager with experience in structuring and negotiation of long-term financing for projects (Project Finance) mostly BOT.
  • Experience in structuring and negotiation of medium-term corporate loans with international banking institutions.
  • Experience in structuring, valuation and restructuring of derivative financial instruments.
  • Financing Derivative Financial Instruments (OTC)

Corporate Development Senior Vice President

0Sessions Completed
  • Corporate Development
  • Private Equity
  • Corporate Finance
  • Columbia University in the City of New York
  • Austin
  • Houston
  • New York
  • San Francisco
  • Currently an SVP at company in Austin
  • Worked at an energy company in Strategy and Corporate Finance
  • Previously worked for BAML for almost four years as an Associate in the Energy sector
  • MBA from top program

Management Consulting Consultant

0Sessions Completed
  • Management Consulting
  • Vellore Institute of Technology
  • Singapore
  • Dubai
  • Hong Kong
  • Consultant with McKinsey & Company in Singapore
  • Experience with integrated energy strategy, clean-tech, power generation strategy under uncertainty, investment in gas infrastructure, long term energy efficiency strategy
  • Previously worked with banking sector clients with an emphasis on FTP mechanisms

Private Equity Vice President

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Private Equity
  • Hedge Funds
  • Northwestern University
  • New York
  • Philadelphia
  • San Francisco
  • Currently a Vice President at a private equity firm focused on distressed and special situations
  • Previous experience as an investment banking analyst and principal investing associate at Wells Fargo
  • M7 MBA

Risk Management Director

0Sessions Completed
  • Other
  • University of Toronto
  • Toronto
  • London
  • Currently working on a Structured Rates desk of a Canadian bank
  • Previously worked with Barclays in Funding & Liquidity Management - Treasury
  • Graduated with BSc in Mathematics

Sales & Trading - Commodities 1st Year Analyst

0Sessions Completed
  • Sales & Trading - Commodities
  • Investment Banking
  • UCLA
  • Los Angeles
  • Currently, a sales and trading senior analyst at Wells Fargo
  • Completed two-year rotational program in private bank, gaining exposure to UHNW, financial analysis, credit risk, investments and markets

Other Manager

0Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • John Carroll University
  • Cleveland
  • Currently a Manager focused on M&A in the chemicals industry
  • 2+ years experience as an associate at a middle market private equity firm
  • 2+ years experience as an analyst at KeyBanc Capital Markets with the Utilities and the Healthcare Investment Banking teams focusing on M&A and project finance capital raises

Corporate Development CEO

0Sessions Completed
  • Corporate Development
  • Consulting
  • Mexico City
  • Boston
  • Currently a co-founder of and investor in multiple start-ups in the retail, entertainment and travel industries
  • Previously an associate consultant with McKinsey & Company
  • M7 MBA

Hedge Fund 1st Year Analyst

0Sessions Completed
  • Hedge Fund
  • Asset Management
  • Durham University
  • London
  • Currently, an Analyst conducting equity research for Asian stocks
  • Previously, global equity long/short analyst
  • Experience: Cross-border transactions, pre-IPO, asset management, hedge fund
  • BS, Finance

Venture Capital Principal

0Sessions Completed
  • Venture Capital
  • Investment Banking
  • Private Equity
  • Wesleyan University
  • Washington, D.C.
  • Currently an investor at a Washington D.C.-based venture capital firm
  • Experience as interim CFO/COO
  • Spent 5+ years in private equity
  • MBA

Hedge Fund Consultant

0Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Private Equity
  • University of Melbourne
  • New York
  • Melbourne
  • San Diego
  • Currently, an independent consultant providing corporate governance, ESG and research services
  • Former investment banker and PE investor with 15+ years of experience
  • 6 years investment banking experience at Citigroup

Investment Banking 2nd Year Associate

0Sessions Completed
  • Investment Banking
  • Corporate Finance
  • Lancaster University
  • London
  • Currently, an IB Associate advising US financial sponsors
  • Worked on technology and fin-tech merger as an Associate Manager (Corporate Finance)
  • BSc Business Studies

Hedge Fund Other

0Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Private Equity
  • University of Maryland at Baltimore
  • Los Angeles
  • New York
  • Currently working at a credit hedge fund which specializes in distressed credit / special situation
  • Previously worked in a leveraged finance group at a top tier bank

Management Consulting Partner

0Sessions Completed
  • Management Consulting
  • University of Glasgow
  • London
  • New York
  • Currently a Partner at Portas Consulting
  • Management consultant focused on providing independent business advice to senior leaders in the world of sport
  • Specialties: business strategy, sports and physical activity participation growth strategy, organisation and governance, sponsorship evaluation, negotiation strategy and tactics, regulatory issues, procurement strategy, performance improvement and change management

Hedge Fund Director

0Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Hedge Funds
  • Equity Research
  • Imperial College, University of London
  • London
  • Senior investment professional with experience in hedge-fund space, both equity long/short, and systematic investing, investment banking, and fintech
  • 10 years' experience as an investment analyst/co-PM for various equity long/short funds
  • 1 year as investment banker in Credit Suisse's Financial Institutions group

Investment Banking Manager

0Sessions Completed
  • Investment Banking
  • Consulting
  • New Delhi
  • 5+ years of experience in Transaction/Advisory team, Big 4 (EY and PwC)
  • Investment Banking M&A and advisory projects in Industrial, Infrastructure and Technology sector (buy-side and sell-side)
  • Worked at different geographies i.e. the US , Europe and India
  • Bachelor of Technology
  • MBA, Finance

Sales & Trading - Other Trader

0Sessions Completed
  • Sales & Trading - Other
  • University of Wisconsin-Madison
  • Singapore
  • Currently trading FX options at ING
  • Background is interest rate structuring and currency option trading
  • M7 MBA

Other Manager

0Sessions Completed
  • Other
  • Escola Técnica Federal de Goiá
  • Rome
  • São Paulo
  • Consulting Managing Director with 13 years of experience in business development and project delivery
  • Lead enterprise-wide business and transformations, including shareholder value analysis, process optimizations, complex systems implementations and strategic organizational realignments
  • Joint MBA Degree - London Business School and Columbia Business School

Investment Banking 3rd+ Year Analyst

0Sessions Completed
  • Investment Banking
  • University of York
  • London
  • Currently an analyst at Rothschild & Co in Energy & Power team
  • Multiple internship experiences in commodity trading, investment management and private equity

Other Manager

0Sessions Completed
  • Other
  • Consulting
  • The Wharton School, University of Pennsylvania
  • Mexico City
  • New York
  • Philadelphia
  • Washington, D.C.
  • Currently Regional Operations Manager for a tech company
  • Previously management consultant (strategy and operations)
  • Also worked at University of Pennsylvania, Wharton

Asset Management Vice President

0Sessions Completed
  • Asset Management
  • Investment Banking
  • Corporate Finance
  • University of California, Los Angeles
  • Los Angeles
  • Currently a VP for PIMCO
  • Previously worked as a senior financial analyst, prepared key financial deliverables and developed presentations for management regarding international performance and strategic initiatives.
  • Worked for over four years at at an investment bank, executing IPOs, follow-on offerings, private placements, and M&A advisory work in various industries.

Asset Management 2nd Year Analyst

0Sessions Completed
  • Asset Management
  • Investment Banking
  • Richard Ivey School of Business
  • Toronto
  • Calgary
  • Currently an analyst at an investment firm focusing on real assets
  • Previously an investment banking analyst for 2+ years
  • Completed an internship at one of Canada's biggest banks

Other 1st Year Analyst

0Sessions Completed
  • Other
  • Universidade Catolica Portuguesa
  • Frankfurt
  • London
  • Spent 2+ yrs as a Research Analyst at the European Central Bank
  • 1 yr as Risk Analyst
  • SA in equity derivatives trading at JP Morgan
  • Currently a Doctoral Researcher in Mathematics

Real Estate COO

0Sessions Completed
  • Real Estate
  • Sales and Trading
  • Hamilton College
  • New York
  • Senior financial services executive with extensive background in managing large, complex businesses in both Fixed Income and in Equities
  • Currently COO financial service firm focused on commercial real estate debt products
  • 20 year career at Credit Suisse with experience across commercial real estate, global securities and fixed income businesses
  • Top MBA

Corporate Development 1st Year Associate

0Sessions Completed
  • Corporate Development
  • Investment Banking
  • CASS Business School
  • London
  • Currently a Corporate Development Associate at a tech startup
  • Previously 2nd-year Analyst at a BB IB covering consumer and retail with focus on EMEA across M&A and capital markets
  • Graduated with a Bachelor of Science in Investment & Financial Risk Management

Other Business School

0Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • Southern Methodist University
  • Philadelphia
  • Austin
  • Dallas
  • Currently an MBA candidate at Wharton
  • Previously a private equity associate
  • Completed two year investment banking analyst program focused on industrial services and manufacturing

Real Estate Manager

0Sessions Completed
  • Real Estate
  • Corporate Development
  • Asset Management
  • Ryerson University
  • Toronto
* Currently, an Investment Manager specializing in mixed-use assets and portfolio allocation strategy 
* Previously spent 3 years with a leading private equity real estate investing business 
* Prior experience in corporate finance and mainstay private equity

Corporate Finance Manager

0Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Private Equity
  • University of Chicago
  • Charlotte
  • Currently a Senior Manager for a large corporation
  • Prior to getting an MBA, worked as an associate for private equity firm
  • Started career worked as an analyst at Jefferies for two year, experience in consumer and retail investment banking

Other 1st Year Associate

0Sessions Completed
  • Other
  • Consulting
  • New York University NYU
  • New York
  • Currently, works for the Federal Reserve Bank of New York as a Financial Reports Associate
  • Previously, worked in consulting focusing on systems improvement and regulatory reporting for large banking organizations
  • Top 25 undergrad

Investment Banking Director

0Sessions Completed
  • Investment Banking
  • International Institute of Information Technology Hyderabad
  • Singapore
  • Director, ratings advisory (DCM) covering ASEAN and South Asia
  • Worked as a corporate banking credit analyst, 2 years
  • BTech Computer Science
  • MBA
  • AMA link

Risk Management Vice President

0Sessions Completed
  • Other
  • Indian Institute of Management Bangalore
  • Mumbai
  • A risk management professional specializing in credit risk, credit policies, stress testing, portfolio analytics and project management
  • Currently, a Vice President at HSBC
  • Have vast market knowledge in specific sectors such as retail, telecom, automobile and NBFIs

Corporate Development 3rd+ Year Analyst

0Sessions Completed
  • Corporate Development
  • Baldwin-Wallace College
  • Cleveland
  • Financial Analyst in the FP&A department
  • Previously, a Population Health Financial Analyst
  • Graduate with a Finance and International Business degree

Asset Management Partner

0Sessions Completed
  • Asset Management
  • Investment Banking
  • Equity Research
  • Fundação Getulio Vargas
  • São Paulo
  • Currently at an alternative assets investment management company that focuses primarily on timberland investments and other agricultural assets
  • 4 years Investment Banking experience doing M&A and ECM
  • Graduated with Bachelor's Degree in Business Administration and Management

Asset Management 3rd+ Year Analyst

0Sessions Completed
  • Asset Management
  • Grand Valley State University
  • Currently an Investment Analyst at $1.4B endowment fund
  • 1.5 years as Credit Analyst; underwrote 115 loan proposals worth over $600M
  • Completed 7 internships during undergrad; got very involved in two business clubs on campus;

Sales & Trading - Equities Director

0Sessions Completed
  • Sales & Trading - Equities
  • Rutgers University
  • New York
  • Equities electronic trader for a bulge bracket Advanced Execution Services.
  • Extensive knowledge of algorithm development and transaction cost analysis.
  • Possesses strong analytical skills to identify areas of risk and an intuitive understanding of the securities regulatory environment.
  • Graduate with BA in Economics and Political Science

Management Consulting Consultant

0Sessions Completed
  • Management Consulting
  • McGill University
  • Seoul
  • Vancouver
  • Currently a strategy consultant with Deloitte
  • Industry focus is around automotive, life sciences and retail, advising clients of all sizes from global industry leading firms to small-cap companies
  • Internship experiences at multiple leading consulting firms

Risk Management Other

0Sessions Completed
  • Other
  • Sales and Trading
  • University of Washington

City banker with strong background in Mathematics and Economics equipped with excellent analytic and quantitative skills. 8+ years of battleground experiences in the banking industry at the top banks in Toronto, a proven team player who is revenue driven and prioritizes the benefits of his company and clients. An extremely self-motivated, results-driven individual with strong work ethics and high productivity who is passionate at what he does and strives to achieve top success.

Management Consulting Director

0Sessions Completed
  • Management Consulting
  • Investment Banking
  • Mumbai
  • London
  • New York
  • Sydney
  • Currently a Director at FTI Consulting in Mumbai
  • Previous experience in sales, marketing and strategy
  • Internships in social and public sectors

Asset Management 3rd+ Year Analyst

0Sessions Completed
  • Asset Management
  • Investment Banking
  • Rutgers University
  • Los Angeles
  • New York
  • Currently an Analyst at JP Morgan
  • Participated in several undergraduate boot camps (Discover GS, JP Morgan Launching Leaders, Barclays Early Insight Day)
  • Strengths: applications and interviews for internship recruiting; full-time recruiting cycle; bulge-bracket undergraduate boot-camps, sophomore symposiums, insight days (if applicable)

Other Other

0Sessions Completed
  • Other
  • Asset Management
  • Louisiana State University
  • Washington, D.C.
  • Develop models and analyze data with R, Python, and SQL to evaluate company performance
  • Previously, worked as a Material Planning Analyst
  • Research assistant - data analysis and research economic policy issues
  • MSc, Applied Economics
  • Bachelor of Arts, Economics

Management Consulting Manager

0Sessions Completed
  • Management Consulting
  • Corporate Finance
  • Accounting
  • Dubai
  • Currently an Assistant Manager at Deloitte Middle East
  • Previous experience includes approximately 3 years in corporate finance roles
  • 3+ years experience in indirect tax at another top advisory firm

Investment Banking 3rd+ Year Associate

0Sessions Completed
  • Investment Banking
  • Corporate Finance
  • Corporate Development
  • Otterbein College
  • Cleveland
  • Currently, a senior associate at a boutique investment bank, advising privately held businesses across various industries on mergers, acquisitions and raising capital. Responsible for transaction execution, financial modeling and due diligence.
  • Prior to his current role, he worked as an analyst at a similar firm focusing on transportation and infrastructure transactions.
  • General Securities Representative licensed by FINRA (79 and 63).

Investment Banking 3rd+ Year Associate

0Sessions Completed
  • Investment Banking
  • New York University NYU
  • New York
  • Currently an investment analyst at a financial services firm
  • 5+ years in investment banking including one year as an analyst at Goldman Sachs
  • Interned in risk at Goldman Sachs as well as in corporate finance/development, financial technology and consulting at other firms

Corporate Development Other

0Sessions Completed
  • Corporate Development
  • Private Equity
  • University of Wisconsin-Platteville
  • Currently a senior development and strategy analyst
  • Previously worked at a family office focused on control equity investing in the lower middle market
  • Graduated with a Master's in Finance; undergrad in Engineering Physics

Hedge Fund 1st Year Analyst

0Sessions Completed
  • Hedge Fund
  • Equity Research
  • Hong Kong University of Science and Technology (HKUST)
  • Hong Kong
  • Currently, an analyst a HK-based equity long/short hedge fund
  • Previously spent 2+ years as an equity research associate
  • Previously spent 1 year in Goldman Sachs China strategy team engaging in index, policy and top-down equity strategy researches

AMA

Check out his AMA here.

WSO Podcast

Other COO

0Sessions Completed
  • Other
  • Syracuse University
  • New York
  • Highly experienced consultant and interim CIO/COO focused on helping companies optimize supply chains through ERP and digital technologies
  • Additional experience as Chief Information Officer in the technology, food and beverage and medical device industries
  • MBA

Sales & Trading - Commodities Managing Director

0Sessions Completed
  • Sales & Trading - Commodities
  • Texas Southern University
  • Houston
  • 10+ years experience as a Trader within power and energy
  • Previously worked as an Analyst at JP Morgan

Asset Management Investment Analyst

0Sessions Completed
  • Asset Management
  • Consulting
  • Claremont McKenna College
  • Quantitative Investment Analyst at an investment management firm focused on law
  • Consulting Associate under the financial advisory services
  • Background in dispute advisory and business valuations
  • Graduated with a degree in Economics-Accounting

Corporate Finance CEO

0Sessions Completed
  • Corporate Finance
  • Investment Banking
  • Hedge Funds
  • Sales and Trading
  • Consulting
  • Investment Advisor
  • Asset Management
  • Moscow

Managing Partner and CEO with investment consulting company Wolfline Capital, LLC. He manages and leads all aspects of Corporate Finance and Financial Markets business, including setting-up and administrating of trading desks and management companies, financial and risk modeling, stress testing, traders staff management, investment portfolios and products development and FICC, derivatives and stock trading.

He is the co-owner and chief investment officer of the licensed management company Sigma Global Management.

Vladislav is a qualified financier and trader and holds the Finance and Banking degree with honors from Murmansk Academy of Economics and Management as well as certifications from many courses about hedge funds operations, trading, financial management, etc.

Before creating Wolfline Capital as co-owner in 2014, Vladislav worked for Lecturer and Investment Advisor as well as Financial Officer for a diverse range of organizations, including JSC FINAM , Karvito LLC and Fivevito LLC. Was a co-owner of some of this companies, including Karvito and Karvito Froup.

In this role, Vladislav was responsible for investment strategies setting-up, meetings with individuals and corporate clients and partners, financial management, forming a daily market view, construction of econometric financial models of the behavior and maintenance of transactions for the acquisition of securities and other assets. Vladislav specializes in business and investment valuation, financial modeling, setting-up and administrating of trading desks and management consulting. He has successfully served a range clients, including corporate professionals, nonprofit organizations, and individuals.

Vladislav has experience at futures and option market trading since 2009, since 2012 - the US stock market. In investment consulting since 2013, the author of courses and webinars about the mechanics of trading, investments, as well as the short book "Hedge Funds industry development perspective in Russia." Expert of RBC TV, Moscow24 and others financial and business TV channels. Financial Technologies Expert in RVC, an expert of the Investment Development Committee of the International Union of Economists

Private Equity Principal

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Southern Methodist University
  • Los Angeles
  • 6+ years experience in Private Equity focused on medical, industrial and aerospace and defense markets
  • 2+ years experience as Investment Banking Analyst at Bank of America Merrill Lynch

Investment Banking 3rd+ Year Associate

0Sessions Completed
  • Investment Banking
  • Corporate Finance
  • Providence College
  • New York
  • Currently an Associate at Goldman Sachs
  • Previously worked in a Financial Management Program for a Fortune 100 company

Venture Capital Director

0Sessions Completed
  • Venture Capital
  • Real Estate
  • University of Virginia UVA
  • New York
  • London
  • Currently with a venture capital firm focused on the real estate technology industry. Leading new capital markets competency within the firm.
  • Previously at a bulge bracket bank in both Commercial Real Estate and Deleveraging Lending Groups working in New York and then in London on a two-year international assignment
  • BA in Media Studies and minor in Foreign Affairs

Other Operations Analyst

0Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • Colorado College
  • Denver
  • San Francisco
  • Currently an operations lead at an online healthcare company
  • Previously spent 2+ years in a post-MBA leadership development program
  • 2 years experience as banking analyst (public finance)
  • Top MBA

Other Other

0Sessions Completed
  • Other
  • Investment Banking
  • University of California, Berkeley
  • San Francisco
  • Currently Head of Products at a video game media company
  • 3+ years at technology start-ups
  • 2+ years in TMT investment banking including one year at SunTrust Robinson Humphrey

Private Equity 2nd Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Cornell University
  • New York
  • Currently an Associate at a growth-oriented PE firm with focus in the technology-enabled services sectors
  • 2 years Investment Banking Analyst in the power, energy and renewables group
  • Graduated with a Bachelor of Science in Human Development
  • MBA

Corporate Strategy Vice President

0Sessions Completed
  • Other
  • Consulting
  • Massachusetts Institute of Technology
  • Boston
  • Healthcare IT Director, Rhodes Scholar, and ex-BCG consultant
  • Biotech/pharma/healthcare expert in strategy, business development, R&D, L&A, and M&A
  • Technology entrepreneur and product manager with proven track record in marketing, strategy, sales, and customer retention
  • Part-time independent recruiter for selected firms in financial and healthcare industries

Commercial Banking Vice President

0Sessions Completed
  • Other
  • Amherst College
  • New York
  • Boston
  • Experienced leveraged finance professional
  • Currently, Vice President at BNP Paribas
  • Previously held capital markets, credit risk and portfolio manager positions at commercial banking firms

Hedge Fund Investment Analyst

0Sessions Completed
  • Hedge Fund
  • Consulting
  • James Madison University
  • Washington, D.C.
  • Currently an investment analyst at a Pension Fund
  • Previously a credit risk advisory associate at KPMG
  • CFA Level 3 Candidate

Sales & Trading - Fixed Income Director

0Sessions Completed
  • Sales & Trading - Fixed Income
  • London
  • Director, Global Markets, Banking
  • 13 years of experience working in trading fixed income and derivatives
  • Worked across geographies of UK, Europe and Singapore
  • MBA

Private Equity 1st Year Analyst

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Cornell University
  • Atlanta
  • New York
  • Currently a private equity analyst working broadly across consumer/retail and multi-unit businesses of various industries
  • Previously worked in investment banking industry coverage group
  • Graduated with a BA in Economics

Hedge Fund Associate Director

0Sessions Completed
  • Hedge Fund
  • Investment Banking
  • Private Equity
  • Ohio State University
  • New York
  • An Associate Director, specifically focus of equity long/short and event-driven.
  • Previously, Analyst in Private Equity (leveraged buyout, venture capital, distressed, and special situations)
  • Provided support to Corporate Investment Banking and International clients
  • Master of Science focused on Risk management
  • Graduated with a Bachelor of Science in Finance

Other Manager

0Sessions Completed
  • Other
  • Consulting
  • Richard Ivey School of Business
  • Singapore
  • Considerable experience at tech start-ups including current role as Partner Solutions Manager
  • 2+ years experience as a Management Consultant, specialized in financial services, at Oliver Wyman
  • Internship experience in equity research at investment bank

Private Equity 1st Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • University of Wisconsin-Milwaukee
  • New York
  • Chicago
  • Currently, a private equity associate focused on Europe and North America
  • Previously working in investment banking at Citigroup focusing on M&A for global industrial clients
  • Investment Banking Analyst - Mergers and Acquisitions, Transaction Opinions with an advisory firm, 1 year

Private Equity 1st Year Associate

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Sales and Trading
  • Cornell University
  • New York
  • Currently a Business Development Associate at a fixed income market research and portfolio management platform
  • Previously an Analyst at an investment management firm
  • Prior experience has ranged from an internet start up to a stint at a commodity trading firm and a summer spent as an investment banking analyst

Accounting 2nd Year Associate

0Sessions Completed
  • Other
  • University of Southern California USC
  • Los Angeles
  • Currently an Experienced Associate (2nd year) at PricewaterhouseCoopers(PwC).
  • Focusing on Capital Markets and Accounting Advisory Services. Offering advisory services related to ,including but not limited to, IPO, M&A, Divestiture as well as GAAP changes.
  • Graduated from University of Southern California (USC)-Leventhal with a Master (MACC) and a BS in Accounting with GPA of 3.97. During college, actively involved as a researcher for multiple professors (including finance,tax and communication arts) and participated in multiple case competitions (including Deloitte's FanTAXtic Case Competition and Boeing Case Competition).

Real Estate Investment Analyst

0Sessions Completed
  • Real Estate
  • Seton Hall University
  • New York
  • Currently, a Senior Investment Analyst on the acquisition team at family-owned real estate investment management company, investing in real estate, preferred equity, and mezzanine investments across multiple property types
  • Previously spent 1 year at JP Morgan in Global Real Assets group focused on southeast acquisitions for Office and Multifamily development and existing assets.
  • Previously spent 1 year at Prudential Real Estate Investors focused on asset management across $880 million of office, retail, industrial, and multifamily assets
  • Graduated with a BS in Finance. During college, was actively involved as a Finance and Investment clubs

Private Equity Investment Director

0Sessions Completed
  • Private Equity
  • Consulting
  • Universidad Politecnica de Madrid
  • Madrid
  • Private Equity Fund of Funds professional (PE FoF), member of the investment team, focused on primary and secondary deals and co-investments.
  • 7 years of experience in strategy consulting at BCG and Strategy& (PwC).
  • Experience in +30 transactions (commercial DD, operational DD, BPs assessments, etc) in Healthcare, Consumer Goods, Energy or FinTech among other sectors.
  • International experience: Europe, Latin America, Southeast Asia and India.
  • MSc Civil Engineering degree from top European university.

Real Estate Manager

0Sessions Completed
  • Real Estate
  • Indiana University of Pennsylvania
  • Atlanta
  • Currently a Development Manager for South City Partners, a multi-family, mixed-use, and student housing developer
  • Also experienced in real estate development, acquisitions, operations and brokerage
  • Earned a Master of Real Estate Development (MRED)

Private Equity Vice President

0Sessions Completed
  • Private Equity
  • University of Colorado, Colorado Springs
  • Denver
  • Currently the VP at a private investment firm in Colorado
  • Has an MBA in finance

Other Business School

0Sessions Completed
  • Other
  • Investment Banking
  • Private Equity
  • Corporate Development
  • Clark University
  • Warsaw
  • New York
  • Currently an MBA candidate at top business school
  • Three years experience as a senior investment analyst (Associate) at a private equity fund
  • Formerly a Senior Financial Analyst for J.P. Morgan
  • Experience working in Europe and US

Private Equity Manager

0Sessions Completed
  • Private Equity
  • Corporate Finance
  • Accounting
  • Università degli Studi di Torino
  • Currently an investment manager at a Swiss firm with investments in public/private equity and real estate
  • 6 years experience as an Accountant
  • Experience working in Italy and Switzerland

Research 2nd Year Associate

0Sessions Completed
  • Other
  • University of Connecticut
  • New York
  • A credit rating Associate Analyst for the Corporate Finance Group working on the industrials team covering aerospace/defense, auto, and transportation industries
  • Graduated with Bachelor of Science in Business, Finance

Asset Management Assistant Vice President

0Sessions Completed
  • Asset Management
  • Private Equity
  • Hedge Fund
  • Mississippi State University

19+ years' experience successfully managing client money, building and developing fiduciary relationships with clients, and providing critical, meaningful investment analysis for client portfolios. Financial professional with a strong history of developing customized portfolios while working extensively with financial planning, trust, and, insurance divisions to provide the client with comprehensive wealth management. Strong knowledge of financial products - equities, fixed income products, mutual funds, ETFs, commodities, Private Equity, Hedge Funds, and SMAs. Graduated with BSc in Economics. MBA.

Other Other

0Sessions Completed
  • Other
  • Consulting
  • DePaul University
  • Chicago
  • Currently a financial services analyst at a law firm
  • Previously a financial services consultant with E&Y
  • Internship experiences in wealth management and business services

Corporate Finance Other

0Sessions Completed
  • Corporate Finance
  • Consulting
  • Corporate Development
  • Corporate Strategy
  • William & Mary
  • Washington, D.C.
  • Currently a Senior Analyst in FP&A for a healthcare company
  • Previously an analyst consultant at Accenture
  • Internship experiences in private wealth management

Commercial Banking Other

0Sessions Completed
  • Other
  • Commercial Banking
  • Corporate Development
  • Texas A&M University
  • Dallas
  • Currently working at Bank of America as a Portfolio Management Officer
  • Internship experience in Finance Leadership Development Program
  • Currently on Advisory Board for nonprofit start up focused on mentoring students from underprivileged areas

Asset Management Assistant Vice President

0Sessions Completed
  • Asset Management
  • University of Miami
  • London
  • New York
  • Currently Assistant Vice President in the research division at Gabelli Asset Management
  • More than a decade experience in financial services
  • MBA

Private Equity Principal

0Sessions Completed
  • Private Equity
  • Investment Banking
  • Hedge Funds
  • London School of Economics
  • London
  • Brussels
  • Currently an Principal at a London-based private equity firm
  • Previously an investment banking analyst at UBS
  • MSc in Management