James Knopf, CFP®
Investment Associate at The Bryn Mawr Trust Company- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Philadelphia Area, US
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Credentials
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CFP®
-Aug, 2016- Nov, 2024
Experience
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Investment Associate
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Branch Banker
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Oct 2012 - Mar 2014
I am happy to have moved to Bryn Mawr Trust Company on October 1, 2012.
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Branch Supervisor
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May 2010 - Jan 2013
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Board Member
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2009 - 20101 year
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Project Lead
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Nov 2007 - Aug 2008
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Supervisor, Operations
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Jun 2006 - Nov 2007
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Senior Account Executive, Client Services
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Aug 2002 - Jun 2006
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Manager, Institutional Client Data Support
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Mar 2001 - Aug 2002
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Manager, Institutional Technical Development
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Jan 2000 - Mar 2001
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Manager, Institutional Production Support
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Apr 1997 - Jan 2000
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Relationship Manager, Client Services
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Feb 1995 - Apr 1997
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Education
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University of Rochester
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