John Cullum Location
- Birmingham, AL, US
John Cullum Work
- 2026 - now Retired @
- 2017 - 2026 Senior Charitable Estate Planning Advisor @
- 2016 - 2017 Director, Charitable Estate Planned Giving @
- 2013 - 2016 Director of Planned Giving @
- 2012 - 2013 Senior Financial Planner @
- 2010 - 2011 Senior Wealth Planning Strategist @
- 2008 - 2010 Director Of Planned Giving and Major Gift Officer @
- 2007 - 2008 Senior Vice President and Private Client Advisor @
- 2005 - 2007 Certified Financial Planner @
- 2004 - 2005 Senior Vice President and Principal @
- 1994 - 2004 Relationship Manager and Senior Vice President @
John Cullum Education
- University of South Carolina
Bachelor of Arts (Interdisciplinary Science, Business Concentration)
1976 - 1981 - The University of North Carolina at Chapel Hill
- University of Florida
John Cullum Skills
- Wealth Management
- Strategic Financial Planning
- Investments
- Estate Planning
- Finance
- Wealth
- Financial Services
- Banking
- Trust Services
- Investment Advisory
- Relationship Management
- Leadership
- Wealth Management Services
- Asset Allocation
- Retail Banking
- Investment Management
- Management
- Fundraising
- CRM
- Insurance
- Trusts
- Financial Advisory
- Loans
- Strategy
- Business Planning
- Tax
- Portfolio Management
- Training
- High Net Worth Individuals
- Building Relationships
- Youth Mentoring
- Asset Management
- Retirement Planning
- Team Leadership
- Securities
- Financial Planning
- Major Gift Development
- Philanthropy
- Major Gift Solicitations
- Major Donor Cultivation
- Public Speaking
- Nonprofits
- Credit
- Marketing
- Strategic Planning
- Event Planning
- Corporate Gifts
- Planned Giving
- Donors
- Keys
- Liberal Arts
- Consulting
- Planning
- Business plan
- Boutique
- C
- Rewards
- Stewardship
- Brand Awareness
- Union
- Communication
- Client Services
- Education
- Visual Arts
- Referrals
- Gifts
- Analytical Skill
- Donations
- Strategic Marketing
- Financial Analysis
- Community Banks
- Investment Decisions
- Income
- Options
- Wholesale
John Cullum Summary
- John Cullum, based in Birmingham, AL, US, is currently a Retired at Retired. John Cullum brings experience from previous roles at American Heart Association, University of North Carolina at Charlotte and CertusBank. John Cullum holds a 1976 - 1981 Bachelor of Arts in Interdisciplinary Science, Business Concentration @ University of South Carolina. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investments, Estate Planning, Finance and more. John Cullum has 2 emails and 2 mobile phone numbers on RocketReach.
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