Marcia brings extensive industry experience to her role at Knopman Marks, having previously held senior roles in financial education, product management, and business development. In Marcia’s current role, she is responsible for developing new business opportunities and partnerships, authoring materials, and teaching classes as a member of our faculty.
When Tricia Rosen was ready to restart her financial services career, she was happy to see the industry had changed for the better. “Now that my children are older I wanted to reenter the workforce…
Diversity, equity and inclusion (DEI) initiatives have become a top priority for many organizations, and the financial industry is no exception.
In my experience, Series 65 candidates that fail on their first or subsequent exam attempts struggle with managing the study process more than the content.