Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba Email and Phone Number
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba work email
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Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba personal email
A Wealth Management Advisor in the Houston area, my mission is to help clients build, protect, and manage wealth today and for multiple generations to come. Working in the industry for nearly a decade, I know life never stands still. It evolves, journeys change, new possibilities arise. As your needs and goals change, so should your financial plan. Whether you are a corporate executive, business owner or other professional, I enjoy working with people beginning to prepare for the transition to retirement and looking for financial guidance in the areas of wealth accumulation, distribution, protection and succession. Areas of specialization include: • Retirement Income Planning• Risk Management• Wealth Management• Tax Strategies• Financial Planning• Consulting• Estate Planning• Advising Investment advice offered through Integrated Partners, doing business as Three Cords Wealth Management, a registered investment advisor.
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PrincipalThree Cords Wealth Management Advisors Jul 2020 - PresentHouston, Texas, United StatesAs an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and for multiple generations to come. Our mission is to have a meaningful, long-term impact on our clients’ lives by providing financial guidance throughout every stage in life.Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our process starts with YOU... by fully understanding your family and its vision for the future. We want to document your hopes and dreams as a foundational way to track your progress. We then document your capital, how it's deployed, risks it's exposed to and how it's growing. We conduct a thorough analysis of your retirement goals and how your capital and income sources can be optimized for distribution. We work with your legal counsel to update your estate planning documents to ensure your wishes are carried out beyond your lifetime. We integrate your business assets in the plan including succession strategies. -
Wealth Management AdvisorNorthwestern Mutual Jun 2011 - Jul 2020Houston, Texas Area -
CommissionerHarris County Esd 9 Jun 2011 - May 2014Cy-Fair, TexasElected member of a board that runs the polical subdivision entrusted with providing emergency medical and fire services to this unincorporated area commonly referred to as Cy-Fair (Formally known as Harris County Emergency Services District 9)
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President And CeoOmniware Group 2004 - Dec 2010Lead a Norwegian-based enterprise software company specializing in supply chain applications such as contract management, strategic sourcing, vendor management, contractor management, procurement, spend analysis and environmental health and safety. Promoted to CEO worldwide in 2006 after delivering consistent revenue growth and profitability in the Americas for the startup company. Oversee offices in Norway, England, Australia, and Houston.
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General Manager, Psg, 3Rd Party Options, Accessories And ServicesHewlett-Packard 1999 - 2002Delivered strong financial results while holding general management authority for HP’s Personal Computing Group-Options, Accessories and Services Division. Managed teams of up to 300 accountable for software development, management, marketing, and business development. Held P&L management accountability for $1Billion.• Worldwide Sales Growth. Delivered $1B worldwide sales ($100M increase over prior year) for 3rd-party options, Internet services and intellectual property.• Revenue Growth & Operating Margin Increases. Delivered $40M operating margin in 2000, $52M in 2001, and $65M in 2002. Drove 100% revenue growth and 230% operating margin growth over prior year 2000.• Strategic Alliances & Product Sourcing. Built and developed strategic alliances and successfully negotiated creative product sourcing strategies.• Cross Functional Team Building & Management. Built and managed cross functional teams with as many as 300 people; teams’ responsibilities ranged from business development, software development, marketing, project management and quality. -
Director Of Product Marketing, Consumer Peripherals DivisionCompaq 1997 - 1999Directed product-marketing life cycle for $1B PC monitors and inject printer businesses. Traveled extensively and gained sourcing/negotiating experience in Japan, China, Taiwan, and Korea.• Product Attach Rate, Margin & Revenue Increases. Increased consumer monitors attach rate 35%, boosted margins 2 points, and grew revenues $300M in 1998.• Product Launch & Market Share/Sales Growth Launched Compaq into inkjet printer business – the most successful launch in company history. Captured 12.2% market share, and drove $75M sales in 1st 6 months and $270M the second year. The inkjet printer was the fastest to 1 million units shipped in Compaq’s history. -
Manager Of Product Marketing, Emerging MarketsCompaq 1995 - 1997Built relationships with Fortune 500 / Global 500 companies including Disney, Yahoo!, Microsoft and AOL. Developed and executed the consumer division Internet strategy. -
Product ManagerFox Sports Net 1994 - 1995 -
Product ManagerCompaq 1993 - 1994 -
Product ManagerRadioshack 1991 - 1993
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba Skills
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba Education Details
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Business Administration And Management, General -
Accounting -
Airline High SchoolDiploma
Frequently Asked Questions about Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba
What company does Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba work for?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba works for Three Cords Wealth Management Advisors
What is Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's role at the current company?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's current role is Creating Vision and Aligning Actions with Values!.
What is Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's email address?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's email address is kevin.kyle@nm.com
What schools did Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba attend?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba attended Texas Christian University - M.j. Neeley School Of Business, Louisiana Tech University, Airline High School.
What are some of Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's interests?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba has interest in Education.
What skills is Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba known for?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba has skills like Business Development, Strategy, Cross Functional Team Leadership, Strategic Planning, Management, Leadership, Start Ups, Enterprise Software, Business Planning, Sales, Vendor Management, P&l Management.
Who are Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's colleagues?
Kevin Kyle, Cfp®, Chfc®, Ricp®, Mba's colleagues are Bryce Burch, Chfc®, Hunter Hargraves, Jody Johnston, Chfc®, Clu®.
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