Cpfa Michael Knee

Cpfa Michael Knee

Michael is a second generation financial planning specialist and licensed fiduciary financial adviser who enjoys working closely with... | 75 Washington Street, Concord, United States

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Work Experience

Atlas Pension Administrators

Plan Administration Specialist

Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Retail401k

Financial Marketing Assistant

Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Atlas Financial

Financial Marketing Assistant

Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Ameriprise Financial Services

Financial Planning Specialist

Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)

Change Path

Investment Advisor Representative

Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Glasswater Retirement Strategies

President

Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Self Employed

Agent

Wed Feb 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Primary Financial Care Providers

Agent

Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Tio Juans Margaritas Mexican Restaurant

Prep Chef

Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Transamerica

Director of Expansion

Mon Feb 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Superbtech

Recruiter

Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Apr 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Ucla

Research Assistant

Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Three Rivers Whitewater

River Guide

Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

The Inn By The River

Bartender

Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Ruby Tuesday

Bartender

Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Sterling Financial Services

Marketing & Customer Service Intern

Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

University Of Maine

Sound Designer & Audio Technician

Wed Oct 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

College Pro

Painter

Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Sterling Financial Services

Marketing Intern

Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

Paul Davis Painting

Painter

Wed Jun 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

No languages available.