Phil Cunningham
Directeur/Membre du Conseil chez Certified Financial Planner Board of Standards, Inc.
Profil
Phil Cunningham is a Managing Director at Accel-KKR with special focus on the firm’s efforts in the emerging growth companies sector.
Prior to Accel-KKR, Phil was the Chief Executive Officer of Advicent Solutions, a provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions as well as the more than 300,000 financial advisors across the globe.
As the CEO he led all aspects of the business.
Phil’s current board seats include: Blue Mountain Quality Resources, Endalia, FM:Systems, GPS Insight, Pegaso, Siigo, Singletrack, Teamcore, Unimarket and Uptick.
Phil’s former Accel-KKR selected directorships include: ITC (sold to Zywave in 2020), Salsa Labs (sold to EveryAction in 2021) and Cloud9 Software (sold to PlanetDDS in 2023).
Phil holds a Bachelor’s degree in Management and Marketing from Rockhurst University and an MBA from the University of Notre Dame – Mendoza School of Business.
Postes actifs de Phil Cunningham
| Sociétés | Poste | Début |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Directeur/Membre du Conseil | 01/01/2016 |
Accel-KKR LLC
 Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Private Equity Investor | 01/01/2022 |
Anciens postes connus de Phil Cunningham
| Sociétés | Poste | Fin |
|---|---|---|
Advicent Solutions LP
 Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Directeur Général | 05/04/2017 |
Formation de Phil Cunningham
| Rockhurst University | Undergraduate Degree |
| University of Notre Dame | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Advicent Solutions LP
Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Technology Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Accel-KKR LLC
Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Finance |
