Mason M.

Mason M.

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

Cornell University Logo

Studied at Cornell University

Bank of America Logo

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.

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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

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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

IB MASON Logo

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.

Bank of America Logo

Investment Banking Analyst

Bank of America

2022 - 2023

Admissions Committee

Technology Media and Telecom (TMT) desk

Virginia Tech SEED Logo

Chief Investment Officer

Virginia Tech SEED

December 2021 - May 2022

Hiring Manager

Former Financials Sector Lead Analyst Former Co-Director of Recruitment

Bank of America Logo

Investment Banking and Capital Markets Summer Analyst

Bank of America

June 2021 - August 2021

Technology Media and Telecom (TMT) desk

Leidos Logo

Finance & Business Operations

Leidos

May 2020 - August 2020

Goldman Sachs Logo

Insight Series

Goldman Sachs

June 2020 - July 2020

Education

Cornell University Logo

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 Logo

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.

Mason M.

Mason M.

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