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Colleen Knapp Location
Rochester, NY, US
Colleen Knapp Work
1979 -now Founder and CEO @
1979 -now CEO and Wealth Manager @
Colleen Knapp Education
Cornell University
(Accounting and Industrial Relations)
NYS School of Industrial and Labor Relations
Dual (Accountng and ILR)
Colleen Knapp Skills
Securities
Retirement Planning
Estate Planning
Wealth
Personal Financial Planning
Strategic Planning
Portfolio Management
Investment Portfolio
Inheritance Tax Planning
Professional Athlete Investment Advising
Licensed Life & Health Insurance Agent
Long Term Care Insurance
Investments
Leadership
Colleen Knapp Summary
Colleen Knapp, based in Rochester, NY, US, is currently a Founder and CEO at Transparent Wealth Consulting, LLC. Colleen Knapp brings experience from previous roles at Transparent Wealth Consulting, LLC. Colleen Knapp holds a Cornell University. With a robust skill set that includes Securities, Retirement Planning, Estate Planning, Wealth, Personal Financial Planning and more. Colleen Knapp has 1 emails and 1 mobile phone numbers on RocketReach.
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