wall street circle
Wall Street Circle is Elite Network for Career Coaching
-
Join an exclusive and powerful referral network in FINANCE
-
md-level network within major banks and hedge funds
Meet the Team
Meet the experts you'll work with.
Former Linkedln & Uber, Forbes 30U30
Founder & CEO
Alice Ou
Alice started her career at Uber, quickly rising to regional lead in just 3 months.
With over a decade of leadership experience at Linkedln, Uber, and Tencent, her team has guided countless candidates to break into and advance in the tech and finance industry.
Alice holds an MBA from Columbia Business School.
Former Citi New York Office
Co-founder & COO
Winter peng
Winter started her career on Wallstreet at Citi, becoming the youngest management associate on the VC team and earning a promotion to VP within just 2 years.
She holds an MBA from Wharton and has a track record of guiding students to secure positions at top finance and tech firms.
Former Managing Director - J.P. Morgan
S&T
j.
Mentor J is a former Managing Director and Head of J.P. Morgan’s Public Finance Group where his responsibilities encompass Sales, Trading, Underwriting, Credit Portfolio, Banking, and Origination.
Jeff has over 20 years of Capital Markets experience, and held various leadership positions at Deutsche Bank and Salomon Brothers.
Former Managing Director - Citi
Risk/Ops
sharat mavinker
Sharat is a financial services executive with over 35 years of experience at Citi, leading large-scale teams in the U.S., EMEA, and Asia.
He has experience in leadership and transformation roles across multiple functions, including Anti-Money Laundering, Operations, Technology, Credit Risk Management, Credit Operations, and Collections.
Executive Director at JP Morgan
AM & S&T
Kate mcnally
Kate is an Executive Director at JP Morgan Private Banking with nearly 20 years of experience in the Finance field.
She has worked as Managing Director at First Republic Bank, Director at MUFG, and VP at Union Bank previously, leading product management and the international payments team.
Principal - Private Equity at Bourne Partners
IBD/PE and ER
bret ploucha
Bret is a Private Equity investment professional specializing in Healthcare. He is a Principal at Bourne Partners, where he focuses on driving growth and value creation in the healthcare sector.
Previously, he held roles at Piper Sandler, Stifel Financial, and Sidoti & Company, gaining deep experience in IBD and ER.
Director of Cross Asset Sales at CIBC,
Former VP at Merill Lynch
S&T
K.
Mentor K is currently the Director of Cross-Asset Sales at CIBC and a seasoned financial professional with extensive experience in Global Marketing sales.
She has held leadership roles at CIBC Capital Markets, The Bank of Tokyo-Mitsubishi, and Merrill Lynch, where she has driven innovative solutions and fostered cross-regional collaborations.
Managing Partner - Private Investment Firm
Former Deutsche Bank
ER
m.
Mentor M is currently a Managing Partner at a Private Investment Firm, focused on long-only asset management.
Previously he was an MD at PGP Capital Advisors and held leadership positions at Industrial and Commercial Bank of China and Deutsche Bank.
Mentor M holds an MBA from Yale SOM and a B.S. in Economics from UChicago.
Managing Director - Investment Banking at Wavecrest Securities
IBD
marcus henschen
Marcus is an Investment Banker focused on identifying opportunities for strategic partnership, commercialization, and growth, particularly in healthcare and biotech.
He has worked with early-stage companies in fundraising and corporate strategy, leveraging his expertise in venture capital and private investments to drive impactful innovation.
Former Executive Director - CIBC
Quant
parla ozgediz
Parla is a former Executive Director at CIBC where she was the head of U.S. Securitization and ABS Banking & Syndication.
Before that, she was a DCM banker with Credit Agricole and started her career at Moody's.
She has extensive experience arranging asset-based financings, including securitizations.
Co-Founder & Chairman - Upturn Funds
Venture Capital
raphael D'Angelis
Mentor R is a dynamic entrepreneur with a proven track record of founding and managing ventures across industries. As Co-Founder and Chairman of Upturn Funds, he focuses on changing the food landscape by marketing and promoting high quality products.
He has successfully launched and led initiatives in spirits, food, design, and philanthropy.
Vice President - Investment Banking at Moelis & Company
IBD
E.
Mentor E is a Vice President at Moelis & Company Investment Banking arm. He started his career at Allstate Leadership program.
Over the past 4 years, he has mentored many junior Investment Bankers and played an instrumental part in recruiting efforts.
E holds MBA from NYU Stern Business School.
Investment Team - Family Office
Former Citi & Wells
IBD, ER and AM
V.S.
Started his career at Citi and then worked at Wells Fargo. With over a decade of experience across the sell-side and buy-side (hedge funds and venture capital). He holds an MBA from NYU Stern School of Business.
He specializes in guiding students and young professionals to secure positions at top finance firms.
Vice President - Mizuho
Former Moody's
Risk
Sandie Zhang
With over a decade of experience at Mizuho, Moody's, and other financial institutions, Sandie specializes in credit risk management, portfolio analysis, and process improvements.
She trained junior analysts in risk management and holds an MBA from Columbia University and Finance degree from RIT.
Strategic Finance
Former Lazard IB Analyst
IBD
frank hong
Frank currently works in strategic finance team at Verkada, a series D startup backed by Sequoia, Lightspeed, and other investors. Frank holds a bachelor degree from Wharton.
Previously, Frank was an investment banker at Lazard's technology M&A group and has interviewed many candidates for investment banking roles.
Senior Analyst - Investment Banking at Goldman Sachs
IBD
Blair wang
Blair is currently the senior Investment Banking Analyst in the Industrials Group at Goldman Sachs. She has coached over 50 undergrads and graduate students breaking into Investment Banking.
Blair holds a B.A. in Economics from the University of Pennsylvania.
Senior Associate - Fintech Originations
Former Deutsche Bank
IBD & PE
m.s.
Mentor M.S. is a senior associate at a fintech where he is responsible for originations.
He began his career in Deutsche Bank as an Investment Banking Analyst before moving to the buy-side as a Private Credit Associate.
Senior Analyst - Corporate Banking at Citi
Risk/Ops
peter dunn
Peter is currently a senior analyst in the Corporate Banking team at Citi and previously worked in the Credit Team at Citi where he was an Assistant Vice President.
Mentor Peter holds a Master's in Finance and a B.S. in Industrial Distribution from Texas A&M University. He specialized in helping junior candidates landing offers at big banks.
Our Key Advantages
Elite Network on Wall Street
Structured Methodologies
-
Access to executive-level elite network events in Wall Street Circle
-
Exclusive in-person events, including alumni-only gatherings for Columbia Business School, Wharton, Harvard Business School, as well as C-level industry mixers
-
Strong referral network to top banks and investment firms
-
On average, our students receive interview invitations within one month through our powerful referral network and secure offers within three months. The results are undeniable!
-
We offer personalized 1:1 sessions combined with premium content to ensure you apply the best strategy and preparation for your cases.
"An Investment In Knowledge Pays The Best Interest"
Benjamin Franklin
Get in Touch
Want to collaborate with us?