Brian Knapp Email & Phone Number
Senior Wealth Advisor @ Mosaic Family Wealth
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Brian Knapp Location
- St. Louis, MO, US
Brian Knapp Work
- 2026 -now Senior Wealth Advisor @
- 2024 -2026 Director of Client Services @
- 2021 -2026 Wealth Advisor @
- 2020 -2021 Advisor @
- 2019 -2020 Portfolio Consulting Manager @
- 2018 -2019 Portfolio Consultant @
- 2016 -2018 Senior Client Strategist @
- 2014 -2016 Senior Solutions Specialist @
- 2007 -2014 Product Manager - Banking @
- 2005 -2007 Mortgage Loan Originator @ Accord Financial
Brian Knapp Education
- University of Missouri-Columbia
Master of Business Administration (MBA) (Marketing and Finance)
2004-2005 - University of Missouri-Columbia
Bachelor's Degree (Business Administration)
2001-2004
Brian Knapp Skills
- Investments
- Series 7
- Financial Analysis
- Mutual Funds
- Sales
- Customer Service
- Marketing
- Asset Allocation
- Investment Properties
- Financial Services
- Investment Strategies
- Retirement Planning
- Mortgage Lending
- Loan Origination
- Sales Management
- Securities
- Strategic Financial Planning
- Finance
- Credit
- Certified Financial Planner
- Six Sigma
- Concepts
- Raising
- Retaining
- Distribution
- International
- Consulting
- Accord
- Marketing Materials
- Community
- Judicial
- Teaching
- Students
- Pasta
- Cell
- Home
- Instruction
- Disciplinary
- Incentives
- Market Research
- Boosting
- Structure
- Strategy
- Operations
- Business Administration
- Temporary Placement
- Training
- Paperwork
- Interviews
- Project Planning
- Bonuses
- House
- Revenue
- Design
- Public Relations
- Research
- Introductory
- Customer Base
- Loans
- Recruiting
- Selling
- Responsibility
Brian Knapp Summary
- Brian Knapp, based in St. Louis, MO, US, is currently a Senior Wealth Advisor at Mosaic Wealth. Brian Knapp brings experience from previous roles at Mosaic Wealth, Socium Advisors and TD Ameritrade. Brian Knapp holds a 2004 - 2005 Master of Business Administration (MBA) in Marketing and Finance @ University of Missouri-Columbia. With a robust skill set that includes Investments, Series 7, Financial Analysis, Mutual Funds, Sales and more. Brian Knapp has 2 emails and 3 mobile phone numbers on RocketReach.
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