CEO and Co-Founder @ Truthify (May 2017 - January 2021)
President (and CEO of MoneyGuide Advisory) @ (January 2013 - January 2017)
Managing Director, Head of Registered Investments, President of SSI @ (January 2011 - January 2013)
Board of Directors @ Financial Planning Association-National Capital Area (January 2004 - January 2012)
CEO @ (January 2010 - July 2011)
Regional Vice President @ (January 2001 - January 2010)
Controller, Atlantic Area Command Center @ (January 1999 - January 2002)
Commanding Officer, USCGC POINT COUNTESS @ (January 1997 - January 1999)
First Lieutenant, USCGC LEGARE @ (January 1995 - January 1997)
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 TaxStatus, Advice.ai, Vestria Capital 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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