FINRA Tutors, Events, and Resources

Welcome to my profile! With over a decade of experience in the asset management industry, including senior roles at Franklin Templeton and BlackRock, I bring a wealth of knowledge regarding the practical application of FINRA guidelines, subject matter expertise, and test-taking strategy to help you excel in your FINRA exams. I am licensed for both Series 7 and Series 63, and have mentored many of my colleagues throughout my career.

I’m a finance professional and experienced FINRA exam instructor with multiple years of hands-on experience teaching the SIE and Series 7. I’ve taught and coached 30+ students through structured classes and individualized sessions, helping candidates from non-finance backgrounds as well as experienced professionals successfully prepare for exam day. In my full-time role in wealth and investment management, I apply the same concepts tested on the SIE and Series 7—equities, fixed income, options, suitability, and regulations—on a daily basis. My teaching style focuses on clarity, exam strategy, and real-world intuition, breaking down complex material into simple, testable frameworks so students feel confident and prepared walking into the exam.

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