"My goal is to help you break into investment banking and top finance roles with comprehensive career development mentoring and expert preparation for the Series 63, 79, and SIE exams.

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 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" less...