Daniel McCallum Email
Senior Customer Success Specialist @ Snap Projections
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Daniel McCallum Location
- Saint Marys, ON, CA
Daniel McCallum Work
- Senior Customer Success Specialist @ (October 2024 - Present)
- Salesperson @ (November 2023 - Present)
- Wealth Planner Associate @ (August 2018 - November 2023)
- Consultant, Financial Planning Quality @ (May 2017 - July 2018)
- Investment Services Associate @ (October 2013 - May 2017)
- Financial Services Representative @ (October 2011 - October 2013)
- Investment Representative @ (April 2011 - October 2011)
- Customer Service Representative @ (June 2009 - April 2011)
Daniel McCallum Education
- George Brown Polytechnic
Financial Planning and Services (Financial Planning and Services)
2006-2009 - Fanshawe College
(Financial Planning and Services)
2006-2009 - Canadian Securities Institute
Financial Planning Supplement (Investments and Securities)
2015 - Canadian Securities Institute
Wealth Management Essentials Course (WME) (Wealth Management Essentials Course (WME))
2014 - Canadian Securities Institute
Conduct Practices Handbook (CPH) (Conduct Practices Handbook (CPH))
2011 - Canadian Securities Institute
Canadian Securities Course (CSC)
2009 - George Brown Polytechnic
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 @ George Brown Polytechnic. Daniel McCallum has 3 emails on RocketReach.
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