John Wm. Cullum
Senior Charitable Estate Planning Advisor @American Heart Association
Birmingham, AL, US
EMAILS
j••••••••@heart.org
MOBILE NUMBERS
+18•••••••54
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WORK HISTORY
Apr 2017 — Present
Senior Charitable Estate Planning Advisor @American Heart Association
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EDUCATION
1976 — 1981
University of South Carolina
Bachelor of Arts, Interdisciplinary Science, Business Concentration
N/A
University of Florida
Certificate, Financial Management
SKILLS
CreditFinancial PlanningTeam LeadershipTrust ServicesInvestment AdvisoryTrainingLeadershipInvestment ManagementManagementYouth MentoringBuilding RelationshipsHigh Net Worth IndividualsBusiness PlanningCorporate GiftsInsuranceFinancial AdvisoryStrategic PlanningAsset AllocationBankingRetail BankingSecuritiesPublic SpeakingEstate PlanningRetirement PlanningPhilanthropyWealth ManagementMajor Gift SolicitationsMajor Gift DevelopmentFundraisingPlanned GivingFinanceTrustsEvent PlanningMajor Donor CultivationStrategic Financial PlanningMarketingStrategyInvestmentsNonprofitsPortfolio Management
ABOUT JOHN WM. CULLUM
Charitable Planned Giving - Leveraging Partnerships to Create Lasting Legacies
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