Todd Kullen
Chief Operating Officer at XML Financial Group
- Role
- Chief Operating Officer at Xml Financial Group
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Chief Operating Officer
Apr 2016 — Present · Bethesda, MD, US
XML Financial Group is an independent financial services and wealth management firm with offices in Maryland, Virginia, Pennsylvania and Colorado. The Wealth Advisors at XML strive to deliver a first-class experience to address asset titling and assists with estate planning needs, philanthropic planning, tax strategies, comprehensive insurance planning, retirement planning (including plan design assistance and forecasting), and traditional investment management. Communication received by or sent from this individual is retained by an archiving service subject to review by the employer and regulatory authorities or others with a legal right to review the information. Unless specified, this individual is not a licensed tax or legal professional. The opinions expressed by the individual do not represent the opinions of XML Financial Group, its officers or affiliates. No endorsement is made of third party content forwarded/shared or linked through this system.
Education
Emerson College
Bachelor's Degree
1993 — 1995
Arizona State University
Business
1991 — 1993
Skills
- Banking
- Marketing
- Customer Service
- Real Estate
- Sales
- Strategic Planning
- Investment Properties
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