Daniel Coulter's Location
Charlotte, NC, US
Daniel Coulter's Work
- Mobile Journey Owner @ Vanguard
- Product Owner @ Vanguard
- Product Owner | PRO Unlimited Contractor @ Charles Schwab
- AVP, Product Management @ LPL Financial
- AVP, User Experience Design @ LPL Financial
- AVP, Business Consulting @ LPL Financial
- Account Manager, Transition Services @ LPL Financial
- Senior, New Accounts Representative @ LPL Financial
- Operations Manager @ Pacific Backflow Company, Inc.
- Teller @ Bank of America
Daniel Coulter's Education
- Reforge
(Product Management)
2023 - 2023 - University of Southern California - Marshall School of Business
Professional Certificate, Executive Leadership Skills
- UC San Diego
BA (Philosophy)
2003 - 2005
- Focus Leadership Institute2001 - 2001
Daniel Coulter's Skills
- Series 7
- Financial Services
- Securities
- Process Improvement
- Team Building
- Public Speaking
- Customer Service
- FINRA
- Project Management
- Lectora
Daniel Coulter's Summary
Daniel Coulter, based in Charlotte, NC, US, is currently a Mobile Journey Owner at Vanguard, bringing experience from previous roles at Vanguard, Charles Schwab and LPL Financial. Daniel Coulter holds a 2023 - 2023 Reforge. With a robust skill set that includes Series 7, Financial Services, Securities, Process Improvement, Team Building and more, Daniel Coulter contributes valuable insights to the industry. Daniel Coulter has 3 emails and 1 mobile phone number on RocketReach.
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