John Cullum

United States, North Carolina, Charlotte
66 years old
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Education

  • University of North Carolina at Chapel Hill

    01/1999 - 01/1999

  • University of South Carolina

    Bachelor of Arts, Interdisciplinary Science, Business Concentration
    01/1976 - 01/1981

  • University of Florida

    Certificate, Financial Management
Career History

  • American Heart Association | American Stroke Association

    Charitable Estate Planned Giving Director
    01/2016

  • University of North Carolina at Charlotte

    Director of Planned Giving
    01/2013

  • UNC Charlotte

    Director of Planned Giving
    01/2013 to 01/2016

  • CertusBank

    Financial Planning Executive - Senior Financial Planner
    01/2012 to 01/2013

  • Wells Fargo

    Senior Wealth Planning Strategist
    01/2010 to 01/2011

  • Presbyterian College

    Director of Planned Giving and Major Gifts Officer
    01/2008 to 01/2010

  • Bank of America

    Senior Vice President and Private Client Advisor
    01/2007 to 01/2008

  • Abacus Planning Group

    Certified Financial Planner
    01/2005 to 01/2007

  • Investors Capital Management Company

    Senior Vice President and Principal
    01/2004 to 01/2005

  • Wells Fargo

    Relationship Manager and Senior Vice President
    01/1994 to 01/2004

  • Wells Fargo Bank

    Wealth Strategist and Vice President
    01/1994 to 01/2004

  • Wells Fargo

    Wealth Strategist, Relationship Manager and Senior Vice President
    01/1994 to 01/2004

  • Wells Fargo

    Investment Advisor and Assistant Vice President
    01/1988 to 01/1994

  • Carolina Collegiate Federal Credit Union

    President
    01/1988 to 01/1994

  • Bank of America/First Union

    Branch Manager
    01/1981 to 01/1988

  • , United States , Charlotte

    Director, Charitable Estate Planned
    North Carolina
    to

  • The University of North Carolina

    Director of Planned Giving

  • The Univeristy of North Carolina

    Director of Planned Giving

  • Wells Fargo Private Bank

    Senior Wealth Stategist

  • certusBANK

    SVP - Senior Financial Planner
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Worst Failures in Business

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