
Mason M.
Series 79/63/SIE Exam Tutor | 100% Pass Rate | Ex-Bank of America Analyst

Studied at Cornell University

Worked at Bank of America
Available tomorrow at 7:30 AM UTC
Questions? Start chatting with this coach before you get started.
Mason's Coaching Offerings
Custom hourly
Get help with Series 63, SIE, and Tailored Study Plan.
Mason’s FINRA Exams (Series 7 & SIE) Qualifications
Coaches professionally
40+ people coached for FINRA Exams (Series 7 & SIE)
Welcome to my profile! As the founder of IB MASON, I specialize in helping aspiring finance professionals break into investment banking and achieve a 100% pass rate on their Series 79 exam. With experience as an Investment Banking Analyst at Bank of America on the Technology Media and Telecom desk, I bring insider insights and efficient study strategies to my coaching. I offer personalized 1:1 tutoring for the Series 79 exam, technical interview preparation, and career coaching for students from both target and non-target schools. My approach is designed to give you a competitive edge in securing top internship and analyst roles. Let's work together to achieve your career goals—reach out to get started! What you get working with me: ➣ 1-on-1 custom sessions flexible to your needs — We focus on the chapters most crucial for you ➣ Personalized study strategy tailored to your timeline — We optimize whether you have 1 week or 1 month to prepare ➣ Targeted focus on high-yield exam topics — Cut through the noise and study what actually gets tested ➣ Expert exam insight — Knowledge of what FINRA is likely to ask you on the exam ➣ Live practice question walkthroughs — Knopman Marks, Kaplan, and STC question breakdowns ➣ Clear and simple math explanations — Master the technical concepts most frequently tested ➣ Real-world application of content — Learn how this ties back to your actual banking work, so you understand why, not just what ➣ A coach and partner who's been through this and is committed to helping you pass this exam ➣ 24/7 on-demand support via email/text in between sessions
Mason can help with:
Series 63
SIE
Tailored Study Plan
About Mason
My goal is to help you break into investment banking and pass the Series 79 with comprehensive career development mentoring, interview prep, and expert tutoring for the Series 79 exam. I also provide curated Series 63 and SIE exam tutoring upon request. I have extensive experience preparing candidates for the investment banking interview process. From networking strategies to mastering technicals and Superday interviews, I provide access to the same industry-tested guides, question banks, and personal insights that have resulted in numerous placements at major financial firms across the United States. My Background: ✔ Former Bulge Bracket Investment Banker (New York City) – Experience in recruiting & hiring insight ✔ Ivy League Master’s in Applied Economics/Behavioral Finance ✔ Summa Cum Laude in Finance (3.98 GPA, 99th percentile graduate) ✔ Fully Licensed: Series 79 (IB Rep), Series 63 (State Law), SIE (Securities Industry Essentials) I offer personalized, results-driven coaching tailored to your unique situation. Reach out to discuss your goals and schedule a time for us to catch up today. Thanks, Mason
Work Experience

Founder
IB MASON
2024 - Present
Hiring Manager
Founded a business to help aspiring finance professionals break into investment banking and pass their Series 79 exam with a 100% pass rate. I provide 1:1 tutoring for the Series 79 exam, technical interview prep, and career coaching for students targeting top internship and analyst roles. Clients include incoming analysts and undergrads from target and non-target schools. My approach combines insider insights, efficient study strategies, and personalized mentorship to help clients gain a competitive edge.

Investment Banking Analyst
Bank of America
2022 - 2023
Admissions Committee
Technology Media and Telecom (TMT) desk

Chief Investment Officer
Virginia Tech SEED
December 2021 - May 2022
Hiring Manager
Former Financials Sector Lead Analyst Former Co-Director of Recruitment

Investment Banking and Capital Markets Summer Analyst
Bank of America
June 2021 - August 2021
Technology Media and Telecom (TMT) desk
Finance & Business Operations
Leidos
May 2020 - August 2020

Insight Series
Goldman Sachs
June 2020 - July 2020
Education

Cornell University
Master's, Applied Economics
2024 - 2025
Master of Professional Studies (MPS) in Applied Economics and Management (AEM) Behavioral Finance Concentration Charles H. Dyson School of Applied Economics and Management
Virginia Polytechnic Institute and State University
Bachelor of Science, Finance
2018 - 2022
Student-Managed Endowment for Educational Development (SEED) - Chief Investment Officer Summa Cum Laude - Overall GPA: 3.98, In-Major GPA: 4.00 Graduated top 1.5% (99th Percentile) of University, College, and Major Class.