Company: Knopman Marks Financial Training
Company Description: Knopman Marks Financial Training is a private company in New York City, established in 1991, with 35 employees We specialize in high-performance training for securities exam prep. We inspire financial professionals to thrive. For more than 30 years, we’ve helped hundreds of thousands of students walk confidently out our doors, into their securities exams, and onto the next stage of their careers.
Nomination Category: Individual Awards Categories
Nomination Sub Category: Female Executive of the Year – Business Products –11 to 2,500 Employees
 Nomination Title: Liza Streiff
- Outline the nominee's achievements since July 1 2021 that you wish to bring to the judges' attention (up to 250 words):
Total 180 words used.
Among the innovations that Streiff has driven:
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Study Essentials. Not everyone knows how to learn. This course changes that and is available to everyone who trains at Knopman Marks.
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KM Scholarship. Awarded to students from underrepresented backgrounds, the scholarship helps candidates pass the SIE exam, the first exam needed to enter the industry.
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How to Finance. The first-to-market course makes this intimidating industry approachable, teaches financial literacy and offers an on-ramp to the SIE exam.
By expanding the company’s scope, scaling the business, and driving performance on exams, Streiff is able to continue serving the largest financial services firms, while also welcoming the broadest range of students possible. “We want to make the financial industry a viable career path for marginalized groups that had viewed the profession as beyond reach,” Streiff says.
Streiff recognizes the privilege of her position to drive impact and change because of the work her team has done to be the best in the industry. Her vision is nothing less than to train the next generation of financial professionals and be a platform for good.
- Reference any attachments of supporting materials throughout this nomination and how they provide evidence of the claims you have made in this nomination (up to 250 words):
Total 51 words used.
Fast Company Byline 3-2-2023
Training Industry Byline 5-19-2022
Podcast interview with Liza Streiff
What High Performance Really Looks Like series
Quoted as an expert source in Yahoo!Finance article
Quoted as an expert source in NY Post article
Business Wire story about Knopman Marks Financial Training
Knopman Marks Financial Training website
- Which will you submit for your nomination in this category, a video of up to five (5) minutes, explaining the achievements since July 1, 2021 of the nominated woman, OR written answers to the questions? (Choose one):
Written answers to the questions
- If you are submitting a video of up to five (5) minutes in length, provide the URL of the video here, OR attach it to your entry via the "Add Attachments, Videos, or Links to This Entry" link above, through which you may also upload a copy of your video. If you are submitting written answers to the questions for this category, provide them in the spaces below:
- Briefly describe the nominated individual: history and past performance (up to 200 words):
Total 125 words used.
Liza Streiff is a visionary on a mission to broaden access to an industry that ranks as one of the least diverse in the nation. She is the youngest and first female CEO of Knopman Marks. Her passion is to forge paths into finance for those who have never had access before. Streiff is transforming the financial industry by building more on-ramps for under-represented candidates through innovations in education. Her ambitions in this industry are big. So are the changes she has initiated and the growth she has driven for the firm. In her three years as a CEO, revenue has increased 87%, the number of full-time employees has tripled, and the company’s scope has expanded, demonstrating that doing good is indeed good for business.
- Explain why the achievements you have highlighted are unique or significant. If possible compare the achievements to the performance of other players in your industry and/or to the nominee's past performance (up to 250 words):
Total 194 words used.
Driving innovation at every turn, Streiff does things differently. She launched many of the first-to-market digital training platforms for securities exams. She has driven the highest exam pass rates in her company’s history by championing blended learning and holistic education. She is the first to integrate the science of high performance into the high-stakes exam training experience. For students who have trouble focusing long enough to study or face crippling anxiety while taking exams, Streiff introduced high-performance training that allows them to unlock their potential and perform at their best when it matters most. She meets students where they are and takes them where they want to go.
“We’re in a position to make a real difference,” says Streiff, whose company already trains the majority of incoming analysts and associates on Wall Street, partnering with firms committed to increasing diversity. “We're committed to making a difference that’s good for society and our clients.” She is leveraging the company’s extraordinary success to join forces on impactful diversity initiatives with the nation’s leading securities industry giants. Streiff plans to continue to shake up the world’s most powerful industry; in fact, she's just getting started.
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