Kevin Knull Email & Phone Number
Chief Executive Officer @ TaxStatus Inc
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Kevin Knull Location
- Dallas, TX, US
Kevin Knull Work
- 2025 -now Chief Executive Officer @
- 2019 -now Co-Founder @
- 2023 -2025 Executive Advisor @
- 2024 -2025 President @
- 2022 -2023 President @ Campbell Wealth Management
- 2021 -2021 President and Chief Revenue Officer @
- 2017 -2021 Managing Partner @ Paradigm Shift Partners, LLC
- 2017 -2021 CEO and Co-Founder @ Truthify
- 2013 -now President (and CEO of MoneyGuide Advisory) @
- 2011 -now Managing Director, Head of Registered Investments, President of SSI @
- 2004 -now Board of Directors @ Financial Planning Association-National Capital Area
- 2010 -2011 CEO @
- 2001 -now Regional Vice President @
- 1999 -now Controller, Atlantic Area Command Center @
- 1997 -now Commanding Officer, USCGC POINT COUNTESS @
- 1995 -now First Lieutenant, USCGC LEGARE @
Kevin Knull Education
- US Coast Guard Academy
Bachelor of Science (B.S.)
Kevin Knull Skills
- Executive Management
- Strategy
- Strategic Planning & Initiatives
- Business Development
- Senior-Level Recruitment & Onboarding
- Mergers & Acquisitions
- Software as a Service (SaaS)
- Sales Forecasting
- Due Diligence
- Investment Strategies
- Mergers & Acquisitions (M&A)
- Growth Planning
- Operations Management
- Revenue Projections
- Budget Forecasts
- Product Development
- Production Expense Management
- Global Team Management
- Change Management
- FinTech
- Revenue & P&L
- Sales Management
- Agile Methodologies
- Scrum
- Kanban
- Financial Services
- Management Consulting
- Business Strategy
- Microsoft Excel
- Startup Development
- Microsoft Word
- Microsoft PowerPoint
- Collaboration
- Communication
- Customer Relations
- Customer Service
- Leadership
- Networking
- Problem Resolution
- Public Speaking
- Public Relations
- Relationship Building
- Training
- Talent Management
- Team Building
- Time Management
- Series 7
- Finance
- Asset Allocation
- Financial Planners
- Insurance
- Retirement Planning
- Alternative Investments
- 401k
- Portfolio Management
- Investments
- Sales
- Research
- Management
- Financial Advisory
- Start Ups
- Series 63
- Financial Analysis
- Strategic Financial Planning
- Strategic Financial
- Investment Management
- Small Business
- Fixed Annuities
- Series 6
- Retirement
- Investment Advisory
- Securities
- CRM
- Mutual Funds
- Wealth Management
- Strategic Partnerships
- Financial Planning
- Software as a Service
- Financial Technology
- Variable Annuities
- Strategic Planning
- Marketing
- Risk Management
- Asset Management
- Cross Functional Team Leadership
- Enterprise Software
- Software Development
- Start Up Ventures
- Marketing Strategy
- Strategy Execution
- Mergers and Acquisitions
Kevin Knull Summary
- Kevin Knull, based in Dallas, TX, US, is currently a Chief Executive Officer at TaxStatus. Kevin Knull brings experience from previous roles at Advice.ai, Vestria Capital, TaxStatus and Campbell Wealth Management. Kevin Knull holds a Bachelor of Science (B.S.) @ US Coast Guard Academy. With a robust skill set that includes Executive Management, Strategy, Strategic Planning & Initiatives, Business Development, Senior-Level Recruitment & Onboarding and more. Kevin Knull has 2 emails and 1 mobile phone numbers on RocketReach.
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