Timothy Knapp Jr. Email & Phone Number
Wealth Advisor @ Citizens Securities, Inc.
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Timothy Knapp Jr. Location
- Franklin Township, NJ, US
Timothy Knapp Jr. Work
- 2025 -now Wealth Advisor @
- 2025 -2026 Private Client Financial Advisor @
- 2023 -2025 Financial Solutions Advisor @
- 2016 -2023 Financial Solutions Advisor @
- 2013 -2016 Private Banker @
- 2012 -2013 Licensed Banker @
- 2011 -2012 Personal Banker @
- 2010 -2011 Financial Operations @
Timothy Knapp Jr. Education
- Bentley University
Bachelor of Science (BS) (Finance, General)
2005-2009
Timothy Knapp Jr. Skills
- Licensed Life Insurance Agent
- Series 6
- Series 63
- Series 65
- Notary Public
- NMLS Licensed
- Mutual Funds
- Financial Services
- Relationship Management
- Investments
- Portfolio Management
- Bloomberg
- Finance
- Series 7
- Financial Analysis
- Banking
- Management
- Customer Service
- Accounting
- Loans
- Microsoft Excel
- Credit
- Microsoft Office
- Mortgage Lending
- Strategic Financial Planning
- Financial Modeling
- Financial Planning
- Series 9
- FINRA
Timothy Knapp Jr. Summary
- Timothy Knapp Jr., based in Franklin Township, NJ, US, is currently a Wealth Advisor at Citizens Wealth Management. Timothy Knapp Jr. brings experience from previous roles at Citizens Wealth Management, Bank of America Merrill Lynch, Merrill Edge and Wells Fargo. Timothy Knapp Jr. holds a 2005 - 2009 Bachelor of Science (BS) in Finance, General @ Bentley University. With a robust skill set that includes Licensed Life Insurance Agent, Series 6, Series 63, Series 65, Notary Public and more. Timothy Knapp Jr. has 1 emails and 4 mobile phone numbers on RocketReach.
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