Catherine Mason

Account Relationship Manager at IOTA|360

Catherine Mason has been in the workforce since 2002, starting their career at Wells Fargo Advisors as a Business Manager - Securities Trading, then transitioning to Information Technology Senior Business Analyst, Business Operations Manager, and Product Marketing Specialist. In 2016, they began working as a Consultant for ClearView Financial, LLC. Catherine then moved on to RTS Labs as a Consultant in 2019, and is currently working as a Consultant for Outdoor Access, Inc. since 2020. Catherine is set to join IOTA|360 as an Account Relationship Manager in 2022.

Catherine Mason obtained a Bachelor of Arts (B.A.) in Art History from William & Mary between 1996 and 2000. Catherine also obtained a Series 66 certification from FINRA in November 2000 and is currently pursuing their Series 7 certification from Financial Industry Regulatory Authority (FINRA).

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Timeline

  • Account Relationship Manager

    March, 2022 - present