Daymon Cullinan
Bis 2022, Wealth Management Advisor, Sanlam
Abschluss: Higher Certificate in Financial Planning, Milpark Business School
Munich, Deutschland
Über mich
Multiple award-winning Consultant, Financial Planner and Wealth Manager with over 11 years experience in business development consulting and a proven track record driving growth and client acquisition for South Africa’s largest Banks, Insurers and Wealth Management Companies.
Werdegang
Berufserfahrung von Daymon Cullinan
Bis heute 1 Jahr und 4 Monate, seit Feb. 2023
Consultant
White Mountain GmbH & Co. KG
- Corporate team building
3 Jahre, Sep. 2019 - Aug. 2022
Wealth Management Advisor
Sanlam
- Award winning financial advisor and wealth manager to high-net-worth individuals, professionals and businesses - Designed and delivered engaging workshops and captivating seminars to add value, attract new clients and capture niche markets - Created and executed technology-based strategies and identified scalable solutions to facilitate increased business capacity and improve the customer experience Awards 1. Falcon Award 2022 2. Eagle Membership 2021 3. Sanlam Junior Champion 2020
1 Jahr, Juli 2018 - Juni 2019
Financial Advisor
Discovery
- Expert financial planning and and needs analysis across a diverse financial services group offering medical aid, health solutions, life insurance, retirement planning, wealth management, car, household and businesses insurance - Specialized and pioneered projects to benefit employees and owners of small to medium sized businesses Awards 1. Leader Log Award 2019
3 Jahre und 6 Monate, Jan. 2015 - Juni 2018
Financial Planner
Accolade Financial Planning Services
- Professional financial needs analysis, planning, presentation and implementation of tailored financial solutions to individuals and businesses - Designed and delivered unique and engaging employee 'Financial Wellness Workshops' for companies - Achieved a record 43 signed policies in the best week of business as a result of financial wellness workshops
3 Jahre, Jan. 2012 - Dez. 2014
Consultant
Bwise Training Solutions
- Training and business consulting for the banking industry in sales, collections, team leadership and management - Designed and managed projects for 2500 employees at African Bank, 1200 employees at Telkom, 700 employees for Atlas Finance across 150 branches and 120 employees at Wonga.com - Increasing revenue by 10% at South Africa's 5th largest bank in a single quarter - Contributed to the advancement of the industry through collaboration with the top 5 banks and the Banking Sector Education Authority
1 Jahr und 2 Monate, Nov. 2010 - Dez. 2011
Operations Manager
Carboncor South Africa (Pty) Ltd
- Production and operations management for a factory manufacturing a novel cold applied asphalt product for roads - Daily tasks included writing of daily production and financial reports as well as employment, selection, promotion, remuneration, grievance, retrenchment, dismissal, disciplinary procedures and motivation for factory staff
6 Jahre und 7 Monate, Jan. 2004 - Juli 2010
Small Business Owner
Valere CC
5 Jahre, Jan. 1999 - Dez. 2003
Emergency and Operating Room Assistant
Department of Health South African Government
Johannesburg General Hospital (2,000+ Hours) - Direct assistance and training in the Emergency Room (E.R.) and Operating Room (O.R.) in orthopedics, obstetrics and trauma Tembisa Hospital (300+ Hours) - Assistance and training in the E.R. and O.R. with a focus on orthopedic surgery Pretoria General Hospital (40+ Hours) - Direct assistance and training in the E.R. Mosfold Hospital, Zululand (300+ Hours) - Diverse assistance and training in a rural hospital
2 Jahre, Jan. 2001 - Dez. 2002
Trainee Paramedic in Emergency Response
Netcare 911
- Emergency medical assistance and training on ambulances, rapid response vehicles and on scene as a medical student - Part time volunteer work over weekends - Completed 600+ hours of on the job training and assistance
Ausbildung von Daymon Cullinan
Bis heute 1 Jahr, seit Juni 2023
Investment management
CFA Institute
- Investment valuation and portfolio management. - Topic areas that cover key subjects including ethical and professional standards, economics, investment tools, asset classes, and portfolio management and wealth planning
2 Monate, Feb. 2023 - März 2023
Software Development
Code Institute Dublin
Achieved 100% for 25 assessments in Java Script, HTML and Cascading Style Sheets (CSS)
2 Jahre, Juli 2018 - Juni 2020
Financial Management, Insurance
Milpark Business School
One distinction in business financial planning
7 Jahre, Jan. 2017 - Dez. 2023
Industrial and Organizational Psychology
University of South Africa
7 Distinctions 1. Cognition: Thinking and Memory - 88% 2. Psychological research - 75% 3. Personality in the work context - 84% 4. Ethical information and communication - 78% 5. Understanding language usage - 78% 6. Community psychology - 75% 7. HIV/AIDS care and counselling - 80%
5 Monate, Juni 2010 - Okt. 2010
Adult Education
Academy Training Group
4 Monate, Juni 2010 - Sep. 2010
Medical Sales
SMART Group
Achieved 90% as a final grade
2 Jahre, Jan. 2001 - Dez. 2002
Medicine
Faculty of Health Sciences (University of the Witwatersrand)
- Degree placed on hold at the end of my 2nd year due to external unforeseen circumstances
Sprachen
Deutsch
Gut
Afrikaans
Gut
Spanisch
Gut
Portugiesisch
Grundlagen
Französisch
Grundlagen