Reach out to Peer Industry Advisors and the Boehly Center Advisor via email. Click on their pictures to find their contact information.
Advising
Peer Industry Advisors for Financial Services
Focus: Consulting
Leadership/Professional Experience: Peer mentorship program, WIB
Focus: Investment Banking, M&A and Restructuring, Real Estate Valuation, Transaction Processes
Leadership/Professional Experience: Finance Academy VP, Mason Investment Club (MIC) Sector Analyst, Founder of Investment Banking Club, Previous internships at Perella Weinberg Partners, Healthpeak Properties, CenterSquare
Focus: Investment Banking/Wealth Management
Leadership/Professional Experience: Co-President of the Finance Academy, MIC analyst, and Peer Mentor
Weekly Schedule Availability: Mondays 11AM-2PM, Tuesdays 2PM-4PM, Wednesdays 11AM-1PM, Fridays 10AM-12PM
Focus: Networking, Resumes, Cover Letters
Leadership/Professional Experience: Finance Academy Vice President, Internship experience in commodities, Research Assistant in SNaPP Lab, Orientation Aide, Club Swim Treasurer
Weekly Schedule Availability: Weekdays after 3PM, Saturdays all day
Focus: Accounting and Financial Statements
Leadership/Professional Experience: Treasurer in fraternity, Peer Mentor to 5 students last year, Interned at JP Morgan MMBSI after sophomore year
Weekly Schedule Availability: MW 10AM-5PM, TTH After 3:30PM, Friday 9AM-5PM
Focus: Investment Banking & Capital Markets
Leadership/Professional Experience: B.F. Saul Investment Trust Acquisitions and Development Intern, KPMG Rotational Intern, Alpha Kappa Psi VP of Professional Development, Boehly Center Intern
Weekly Schedule Availability: Monday 11:30AM-2:30PM, Wednesday/Friday 11:30AM-5:30PM, Tuesday/Thursday 12:30PM-5:30PM
Focus: Commercial Banking, Credit Analysis, Private Credit, Middle Market Banking
Professional Experience: Credit Analysis Intern at Citizens & Farmers Bank, Leveraged Finance Intern at MidCap Financial
Leadership Experience: Former President Alpha Kappa Psi @ W&M, Orientation Area Director, Kappa Alpha Philanthropy Chair, Tour Guide
Weekly Schedule Availability: Tuesday After 3:30PM, Thursday After 3:30PM, Friday After 2:00PM
Focus: Alternative Investments & Economics
Leadership/Professional Experience: 2024 US Credit Group Summer Analyst at Oak Hill Advisors, Private Equity Energy Extern at L.S. Power, London School of Economics Summer 2023 Program, Mason Investment Club & Finance Academy, Student Conduct Council Parliamentarian, Club Golf Secretary, Griffin School Partnership Volunteer Tutor
Weekly Schedule Availability: MW 12-3PM, TH 4-5PM, Friday 10-12PM
Focus: Private Wealth Management Recruiting
Leadership/Professional Experience: Financial Analyst at Real Estate Firm, Summer Analyst at JP Morgan Private Bank
Focus: Alternative Investments/Wealth Management
Leadership/Professional Experience: Mason Investment Club, Peer Mentorship Program, Logistics Chair for TEDx William & Mary, Mahika Packaging Company India Limited, and WIB
Business & Other Advising
Virtual and In-Person Advising – This option is for scheduling an appointment for a specific advisor/topic or a longer conversation than Quick Advising. Choose between in-person, phone, or Zoom modes through TribeCareers or by calling 757-221-3231.
In-Person Quick Advising – Drop by Monday – Thursday between 2 – 4 p.m., when classes are in session, in the Cohen Career Center Atrium for 15–20-minute sessions. This is the best option if you have a quick question or need immediate advice with no appointment necessary. These are first-come, first-served.
Career Prep and Finance Coursework Resources
Types of Advising Available to Students
Advising: Academic Related
- Guidance on experiential and specialty course offerings
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Advising: Career & Professional Development Support
- General information about the financial services recruiting process
- Help with getting started with recruiting and/or advancing within recruiting processes
- Career exploration specific to careers in financial services
- Career and Internship search guidance specific to careers in financial services
- Interview preparation for careers in financial services
- Networking preparation and/or soft skills development guidance
- Requests for employer and alumni contacts/ recommendations
- Guidance on communicating with employers/ recruiters before and/or after interviews and position offers
Advising: Boehly Center Resources
- Would like to learn more about the Boehly Center’s resources
- Information about the Recognition Program
- Information about Boehly Center events & programs
- Guidance on how to get involved with the Boehly Center
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Advising: Just Because/Just Saying Hi
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Advising: Other
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Advising: Walk-Up Advising (non-scheduled appointments only)
- Academic Related
- Career & Professional Development Support
- General Questions about the Boehly Center
- Other
