John Wm. Cullum
Collaborator, Planner, Story Teller, Dreamer, Team Builder
- Role
- Senior Charitable Estate Planning Advisor at American Heart Association
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John Wm. Cullum
Charitable Planned Giving - Leveraging Partnerships to Create Lasting Legacies
Experience
Senior Charitable Estate Planning Advisor
Apr 2017 — Present
Education
University of South Carolina
Bachelor of Arts, Interdisciplinary Science, Business Concentration
1976 — 1981
University of Florida
Certificate, Financial Management
Skills
- Credit
- Financial Planning
- Team Leadership
- Trust Services
- Investment Advisory
- Training
- Leadership
- Investment Management
- Management
- Youth Mentoring
- Building Relationships
- High Net Worth Individuals
- Business Planning
- Corporate Gifts
- Insurance
- Financial Advisory
- Strategic Planning
- Asset Allocation
- Banking
- Retail Banking
- Securities
- Public Speaking
- Estate Planning
- Retirement Planning
- Philanthropy
- Wealth Management
- Major Gift Solicitations
- Major Gift Development
- Fundraising
- Planned Giving
- Finance
- Trusts
- Event Planning
- Major Donor Cultivation
- Strategic Financial Planning
- Marketing
- Strategy
- Investments
- Nonprofits
- Portfolio Management
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