I enjoy providing strategic guidance that helps clients be creative in solving problems. Our collaborative efforts produce training programs that captivate and empower learners, despite the occasionally dry nature of securities licensing exams 😊. Our team at Knopman Marks makes exam prep engaging, even fun, because we’re passionate about what we do, and our passion is contagious. Our training programs touch virtually all corners of financial services, from financial advisers to consumer bankers, and from the largest investment bankers to call centers. Since joining Knopman Marks in 2004, I’ve been instrumental in the firm’s innovation and growth. By leveraging technology and promoting out-of-the-box solutions, I’ve helped clients reduce their administrative burden, gain real-time insight into student progress, and shift to a hybrid model for cost savings with no dip in pass rates.I have appreciated the opportunity to successfully guide clients during periods of intense change:• COVID-19 Response – Outstanding performance during a pandemic does not happen by accident. We delivered our highest pass rates by embracing innovation and working closely with our clients to gain their support as we pivoted from our longstanding in-person training model to a blended virtual learning model. • SIE Launch – When FINRA introduced the Securities Industry Essentials (SIE) exam in 2018, I provided guidance and information about this new exam designed to streamline the exam process for candidates entering the securities industry. We continue to deliver among the highest pass rates for the SIE exam.• Series 79 Launch – When the Series 79 exam was introduced in 2009, I worked closely with our clients to unpack what would be expected of their candidates aiming to pass this new investment banking exam. The result of our strong partnership: high pass rates for the Series 79 exam.Reach out if you’d like to explore the strategic guidance we offer. Our training programs exceed expectations: https://calendly.com/bjmer