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Daniel Cullen Email & Phone Number
President and CEO and Founder
at
Rockford Group
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✓ Verified July 2026
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Current company
Role
President and CEO and Founder
Location
Charlotte, North Carolina, United States
Company size
Who is Daniel Cullen? Overview
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Quick answer
Daniel Cullen is listed as President and CEO and Founder at Rockford Group, a with 12 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Daniel Cullen.
Daniel Cullen previously worked as President/CEO/Founder at Rockford Group and Director of Business Development at Synergy Investment Group. Daniel Cullen holds Business Administration And Management, General from Belmont Abbey College.
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Email format at Rockford Group
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Rockford Group
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Profile bio
About Daniel Cullen
Daniel Cullen is an investment consultant with extensive professional fund raising expertise. Daniel has developed multiple asset management and advisory practices, personally raising in excess of 130 million dollars during his career. His strategic and general management skills include capital fund raising, sales, sales training and channel development, having established sales development and distribution channels in the US, Germany and Poland. As one of the original founding partners of NuTech Solutions, acquired by Netezza (NYSE:NZ) and then by IBM, Daniel was responsible for raising nearly U.S. 15 million dollars in seed capital through strategic partnerships and angel investors. While working as a capital fund raiser, Daniel also represented the U.S. Securities industry as a political lobbyist to the US Senate and House of Representatives.
Listed skills include Investments, Start Ups, Asset Management, Finance, and 19 others.
Current workplace
Daniel Cullen's current company
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Rockford Group
7 roles
Daniel Cullen work experience
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President/Ceo/Founder
Current
Rockford Group
A global sales training, speaking and consulting firm focused on teaching and helping individual investors to diversify and better manage their own portfolios. Training sales professionals on how to develop and grow a revenue generating and sustainable client base. How to develop and maintain the attitude and mental discipline necessary for long term growth. How to transform successful prospecting behavior into consistent everyday work habit. After developing and mastering his own prospecting strengths and methodologies, Daniel continued on to train some of the highest producing sales professionals in the financial services industry today. Call Daniel today for a consultation or to book your next sales meeting and learn how to create focused sales discipline in your team.
Sep 2009 - Present
Director Of Business Development
An independent broker dealer for US Securities and Insurance products. Daniel served on the senior management team reporting directly to the President/CEO. Responsible for recruiting, training and managing a team of 125 Royal Bank of Canada (RBC) Financial Advisers.
May 2005 - Sep 2009
Private Client Advisor
Merrill Lynch
Worked in the private client group as a financial adviser and consultant to high net worth families and business owners.
Jul 2004 - May 2005
Founder/Svp Of Investor Relations
NuTech Solutions, acquired by Netezza (NYSE:NZ) delivers innovative software solutions, powered by intelligent business engines, that forecast, optimize and learn-delivering insight and measurable results to Global 1000 companies.Daniel was one of the original founders and primarily responsible for raising 14 million dollars in seed capital.NuTech Solutions was a unique and especially gifted technology start up. The company successfully combined and unified the brightest, most renowned computer scientists in the US, Germany, Russia and Poland. NuTech was one of the early stage pioneers in solving very complex business problems through next generation artificial intelligence technologies. Daniel Cullen was also instrumental in securing two prominent board members representing the combination of high finance in the US and high tech from Germany and Poland's Polish Academy of Science in Warsaw. Hugh McColl, retired Chairman of Bank of America served on the NuTech Solutions Board of Directors along side Mr. Lech Walesa, former President of Poland.(See Time Magazine Article Attached-Lech Does Tech)
Dec 1999 - Jul 2004
Branch Manager And Financial Adviser
Raymond James Financial
Responsible for new client development through a series of educational learning seminars focused on high net worth and accredited investors. Personally managed client assets of approximately 50 million US dollars.
Apr 1999 - May 2001
Partner And Branch Manager
As a partner and branch manager Daniel was responsible for new client development raising on average of one million new investment dollars per month for nearly 10 years. Daniel was also responsible for training new advisers for much of his career.
Oct 1986 - Apr 1999
2 education records
Daniel Cullen education
Business Administration And Management, General
Business Administration And Management, General
FAQ
Frequently asked questions about Daniel Cullen
Quick answers generated from the profile data available on this page.
What company does Daniel Cullen work for?
Daniel Cullen works for Rockford Group.
What is Daniel Cullen's role at Rockford Group?
Daniel Cullen is listed as President and CEO and Founder at Rockford Group.
Where is Daniel Cullen based?
Daniel Cullen is based in Charlotte, North Carolina, United States while working with Rockford Group.
What companies has Daniel Cullen worked for?
Daniel Cullen has worked for Rockford Group, Synergy Investment Group, Merrill Lynch, Nutech Solutions, and Raymond James Financial.
Who are Daniel Cullen's colleagues at Rockford Group?
Daniel Cullen's colleagues at Rockford Group include Neema Patel and John Moorcroft.
How can I contact Daniel Cullen?
You can use AeroLeads to view verified contact signals for Daniel Cullen at Rockford Group, including work email, phone, and LinkedIn data when available.
What schools did Daniel Cullen attend?
Daniel Cullen holds Business Administration And Management, General from Belmont Abbey College.
What skills is Daniel Cullen known for?
Daniel Cullen is listed with skills including Investments, Start Ups, Asset Management, Finance, Capital Markets, Financial Analysis, Valuation, and Portfolio Management.
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