Real People. Real Results.
A small number of students, real individual support. Here's what that actually looks like.
Select 2025-2026 Placements
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has successfully secured an offer at
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has received an investment banking offer from
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has secured a sophomore summer offer at
has secured a full time IB offer from
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FINRA Series 79 Successes
"After failing the FINRA Series 79 exam twice, I knew I needed a different approach... Working with Mason completely changed the way I understood the material."
Investment Banking Analyst • Kroft & Bender
"His clear, practical teaching built my confidence to the point that I went into my second exam with zero hesitation about passing… and I did."
Investment Banking Analyst • Cascadia Capital
"Mason is incredibly knowledgeable, calm, thoughtful, but what surprised me most is his empathy. He was truly eager to make me understand the financial concepts."
Middle Market Investment Banking Analyst
"Mason taught me things I honestly never thought I was going to grasp. Every practice exam we went over, he thoroughly evaluated everything beforehand."
Investment Banking Professional • PNC
"Mason is extremely knowledgeable in investment banking and corporate finance... My scores improved 15%+ from my sessions with him."
Managing Director • Former JPMorgan / BMO
"He broke down complex topics like valuation, capital markets, and M&A analysis into easy to understand steps, which made studying much more manageable."
Bulge Bracket Investment Banking Analyst
"He has a unique ability to break down complex concepts in a way that's easy to understand (DCF, WACC calculation, etc.). His support boosted my confidence immensely."
Finance Professional • Apollo Global Management
"Mason is a great tutor, compassionate and knowledgeable with real life experience. A great session, can recommend him for any Series 79 sessions."
CEO & Founder • AI Data Firm
"My session with Mason was excellent! He is very knowledgeable, patient, and I can tell he is very passionate about helping others."
Series 79 Candidate • Leland Platform
What Clients Achieve with IB Mason
"What differentiates Mason from other coaches or platforms is just how personal the service really is. I could call or text him any hour of the day, any day of the week, and he would have an answer for me whether I needed help sending an email, prepping for a call, or answering a technical question."
"Mason was an invaluable mentor throughout my investment banking recruiting process and was truly worth every penny... Once I began working with Mason, everything changed: I advanced further than ever before and started landing offers."
"After failing the FINRA Series 79 exam twice, I knew I needed a different approach... What sets him apart is his ability to break down complex topics into practical, real world explanations. By the time I walked into the exam, I felt calm, prepared, and confident."
"In the first minutes of our first session, he helped by crafting a personal plan that would end up making me pass on my first try. Mason is incredibly knowledgeable, calm, thoughtful, but what surprised me most is his empathy."
"Mason is a great tutor, compassionate and knowledgeable with real life experience. A great session, can recommend him for any Series 79 sessions you may need specially towards exam readiness."
"Mason was very helpful throughout the process in getting me across the finish line, making sure I was navigating and evaluating offers well, handling conflicting timelines, and managing some of the smaller things that the average college student wouldn't know how to navigate."
"This result has completely changed my career trajectory... Mason ultimately guided me to receiving multiple offers. More importantly, I’m entering my career with a level of confidence, preparation, and clarity that I wouldn’t have had otherwise."
"When we first started, I really did not have any strong finance background or foundation. Working with Mason really was from the ground up... by the time interviews rolled around, I felt like I could answer anything thrown my way."
"I knew that being overly rehearsed or robotic wouldn't come across well. I wanted to come across in a genuine and distinctive way. The way Mason was talking online stood out. It was a conversation about figuring out what makes the most sense for me given my strengths."
"A lot of people say, 'Here's the secret sauce,' but with Mason it was more of a conversation about figuring out what makes the most sense for me given my strengths... The behaviorals were the biggest value add, helping me frame my answers and doing mock interviews."
"Working with him gave me a level of confidence and preparedness that made a real difference, and he played a key role in helping me secure an Investment Banking offer at a top bulge bracket bank in NYC."
"My situation going into full time recruiting was a stressful one... Mason quickly stepped in and helped me build a clear, actionable game plan across technical prep, networking, and strategy. After working with him, I successfully secured a full time investment banking offer."
"Mason taught me things I honestly never thought I was going to grasp... Every practice exam that I took and we went over, I could tell before our session he thoroughly looked at the entire thing. I would have not been able to accomplish this pass without his help!"
"After not passing my first Series 79 attempt, I reached out to Mason for additional support and he was incredibly responsive and broke down complex concepts in ways that finally clicked. His clear, practical teaching built my confidence... I couldn’t recommend Mason more."
"I worked with Mason to prepare for the Series 79 exam, and I couldn’t be happier with the results. Their teaching style was clear, structured, and tailored to my needs. They broke down complex topics like valuation, capital markets, and M&A analysis into easy to understand steps."
"He has a unique ability to break down complex concepts in a way that's easy to understand (DCF, WACC calculation, etc.). Mason has helped me set realistic expectations and boosted my confidence. His support has made a huge difference in my preparation."
"Mason is extremely knowledgeable in investment banking and corporate finance and was very effective in review of the material for the 79. My scores improved 15%+ from my sessions with him. He explains the material in a way that's relatable and understandable."
"My session with Mason was excellent! He is very knowledgeable, patient, and I can tell he is very passionate about helping others."
Hear It From Them
Real student journey breakdowns and recruitment case studies.
Non Target (~6k Undergrad) Lands Raymond James Offer
How an RPI student from a non target background with under 20 alumni on Wall Street went from zero technical prep to securing 2 investment banking offers.
Watch in Large View →Michigan Student Secures SMBC Offer
How a Michigan student went from no technical prep late in the cycle to landing 8+ first round interviews and securing a summer analyst offer at SMBC.
Watch in Large View →