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.
Before coming to Knopman Marks in 2012, Marcia served as Director of Annuity Products and Business Development at CUNA Mutual Group, where she helped create industry-leading annuity products and solutions for retirement advisors. Before that, she was the Vice President of Securities Products for Kaplan Financial, where she managed the development of all Series exams and held international training and business development roles.
Marcia has authored numerous financial training courses and trained thousands of students at Knopman Marks, and currently teaches the Series 6, 7, 24, 50, 52, 63, 65, and 66 exams. She is known for her approachability in the classroom, and for the confidence she instills in her students.
When she’s not traveling, partnering, writing, or teaching, Marcia is likely to be lost in a great book, practicing piano, or experiencing joy with family, friends, and pet cats.
Marcia holds degrees in Business Administration and Piano Performance from Wartburg College. She also holds the designations of Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter (CLU®), Certified Employee Benefit Specialist (CEBS), and Fellow Life Management Institute™ (FLMI®).