Theresa Peterson - CEO - Founding Partner
Ms. Peterson began her career in the financial training sector in 1994, where she held the position of Vice President and served on the Board of Directors of a mid-size training company. During her nine years at the firm, she gained significant experience designing, and managing training programs for various securities qualification examinations.
Ms. Peterson has over seventeen years of global training experience in the financial services sector. She has delivered training programs on four continents and prepared thousands of students for various licensing examinations, most of whom passed on their first attempt. From 2003 to 2008, Ms. Peterson was the CEO of her own training company. She was responsible for the in-house training activities for several firms and oversaw the continuing education programs and seminars for support staff and has successfully held the Series 7, 63, 24, and 4 licenses.
Al Alprile - Instructor