Knopman Marks Financial Training
Theresa A. Holmes has a strong background in financial training and education. Theresa A. currently serves as a Faculty and VP at Knopman Marks Financial Training since November 2022. Theresa A. previously founded and served as the CEO of Financial and Securities Training, where they successfully trained thousands of individuals to pass various regulatory exams. Prior to that, they were the CEO of their own training company, T.A.P and co., where they oversaw in-house training activities for several firms and managed continuing education programs. Theresa also gained significant experience as a Vice President at Greico Financial Training, where they designed and managed training programs for securities qualification examinations.
Theresa A. Holmes attended Iona University according to the available information. No specific information about the duration of their studies, the degree earned, or the field of study pursued is provided.
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Knopman Marks Financial Training
ABOUT KNOPMAN MARKS At Knopman Marks Financial Training, we accelerate the careers of finance professionals by applying high-performance methodology to high-stakes exam preparation. We train the whole person to thrive under pressure, and drive performance for life. OUR TEAM We share a passion for helping others, and we’re excited to be part of a purpose-driven organization. The diverse points of view and backgrounds of our team fuel our collaborative, cross-functional approach to what we do. We coach, we build confidence, and a growth mindset—not only for our students but for one another. OUR CULTURE Our motto is “bring the joy,” each and every day. That means we don’t expect circumstances or other people to give us joy. Instead, we each own the responsibility to bring it into our work and our encounters with others. This creates a vibrant workplace and allows us all to operate at our peak level. OUR IMPACT We believe in the power of education to change the world. It’s what drives us to reimagine possibilities and shatter barriers. Each action that broadens access to education and careers in the financial services industry creates a ripple effect. Through our partnerships and Knopman Marks SIE Scholarship, we are helping students from all backgrounds launch careers in the financial services industry. The impact they will make on the lives of others is exponential.