This form collects information about your expertise, mentoring style, and availability. Your responses will help the FinGen Society match you with a mentee whose goals and interests align with your experience. Please complete each section to ensure the best possible pairing for the mentorship cycle.

Full Name: *

First

Middle

Last

Email Address *

Phone Number: *

Job Title & Company Name: *

Recent Biography *

Recent Headshot *

Number of Years in Industry: *

Area of Expertise - (Please select all areas you feel comfortable advising on): *

• Private Banking
• Wealth Management & Asset Management
• Trusts & Estate Planning
• Accounting & Audit
• Compliance & Risk Management
• Corporate & Commercial Laws
• FinTech & Digital Innovation
• Insurance
• Real Estate
• Investments & Capital Markets
• Entrepreneurship
• Other

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What strengths or experiences do you bring to a mentorship pairing? *

• Leadership & People Development
• Career Navigation
• Technical Expertise
• Networking & Industry Visibility
• Public Speaking & Communication
• Personal Branding
• Work–Life Balance & Professional Confidence
• Entrepreneurship within Financial Services
• Other

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