Daniel McCallum Email
Senior Customer Success Specialist @ Snap Projections
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Daniel McCallum Location
- Saint Marys, ON, CA
Daniel McCallum Work
- 2024 -now Senior Customer Success Specialist @
- 2023 -now Salesperson @
- 2018 -2023 Wealth Planner Associate @
- 2017 -2018 Consultant, Financial Planning Quality @
- 2013 -2017 Investment Services Associate @
- 2011 -2013 Financial Services Representative @
- 2011 -2011 Investment Representative @
- 2009 -2011 Customer Service Representative @
Daniel McCallum Education
- Fanshawe College
Financial Planning and Services (Financial Planning and Services)
2006-2009 - Canadian Securities Institute
Financial Planning Supplement (Investments and Securities)
2015 - Canadian Securities Institute
Wealth Management Essentials Course (WME)
2014 - Canadian Securities Institute
Conduct Practices Handbook (CPH)
2011 - Canadian Securities Institute
Canadian Securities Course (CSC)
2009 - George Brown College
Daniel McCallum Summary
- Daniel McCallum, based in Saint Marys, ON, CA, is currently a Senior Customer Success Specialist at Snap Projections. Daniel McCallum brings experience from previous roles at Sutton Group, HighView Financial Group, CIBC and Assante Wealth Management. Daniel McCallum holds a 2006 - 2009 Financial Planning and Services in Financial Planning and Services @ Fanshawe College. Daniel McCallum has 3 emails on RocketReach.
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