Ken Gulliver

Founder/President at Ugru CRM

Ken Gulliver has extensive work experience in various leadership roles. Ken founded UGRU in 2011 and served as the President, overseeing strategic planning, financial management, fundraising, community relationships, and program effectiveness. Ken was also responsible for managing staff, ensuring compliance with legal requirements, and advocating for UGRU. In 2017, Gulliver founded and became the CEO of UGRU Financial Coaching. Prior to that, they served as the CEO of CWMA Nevada from 2006 to 2014. Ken started their career as a Financial Advisor at Merrill Lynch in 2004 and later at AG Edwards in 2003. From 1996 to 2002, Gulliver worked as a Senior Marketing Director at World Financial Group (WFG).

Ken Gulliver attended the University of Phoenix from 2002 to 2004, where they pursued a Bachelor's degree in Business Management (BSBM). Additionally, in March 2004, they obtained a certification as an Accredited Asset Management Specialist from the College for Financial Planning. In 2002, they also briefly attended Glendale Community College, although no specific degree or field of study was mentioned.

Links

Timeline

  • Founder/President

    October, 2011 - present

  • President

    January, 2011