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.

Fähigkeiten und Kenntnisse

Project Management
JavaScript
Financial Analysis
Facilitator
Team Building
Consulting
Microsoft
Software Development
Cascading Style Sheets (CSS)
CSS
HTML
Training
Wealth Management
Financial Planning
Coaching
Changemanagement
Java
Agile Methods
Marketing
Management
Support
Web
Technology
Sustainability
Private Banking
Inside Sales
Financial Services
Moderation
English Language
HR Consulting
Investment management
Operations Management
Interface Design
IT Project Management
Management Reporting
Company Pension Scheme
Business Economics
Industrial and Organizational Psychology
Professionalism
Artificial intelligence
Banking
Finance
Insurance
Business Consulting
Analysis

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

Interessen

Golf
Skiing
Sailing
Mountain Biking
White Water Rafting
Rock Climbing
Hiking
Scuba Diving
Chess
Travel
Psychology
ETFs
Architecture
Theoretical and Applied Astrophysics
Applied Mathematics
Software Development
Artificial intelligence
Automation

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