Robert Coulton Email & Phone Number
Managing Director and Senior Relationship Manager @ CIBC Private Wealth Management US
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Robert Coulton Location
- Chicago, IL, US
Robert Coulton Work
- 2025 -now Managing Director and Senior Relationship Manager @
- 2023 -2025 Head of the Central Region and Senior Relationship Manager @
- 2020 -2023 National Director of Practice Management and Team Executive @
- 2017 -2020 Managing Director and Co-Head, High Net Worth Sales @
- 2013 -2017 Principal, Head of Private Client Distribution @
- 2012 -2013 Managing Director - Wealth Management Group @
- 2010 -2012 Managing Director of Sales and Marketing @
- 2005 -2010 Director of Marketing @
- 2004 -2005 Senior Investment Consultant @
- 2002 -2004 Account Executive @
Robert Coulton Education
- University of Michigan
(Economics)
1998-2002
Robert Coulton Skills
- Sales Management
- Direct Marketing
- Email Marketing
- Marketing Management
- New Business Development
- Marketing Strategy
- Series 7
- Series 65
- Investments
- Asset Management
- Management
- Financial Services
- Wealth Management
- Portfolio Management
- Finance
- CRM
- Marketing
- Business Development
- Development
- Distribution
- Investment Research
- Research
- Services
- Investment Management
Robert Coulton Summary
- Robert Coulton, based in Chicago, IL, US, is currently a Managing Director and Senior Relationship Manager at CIBC Private Wealth US. Robert Coulton brings experience from previous roles at CIBC Private Wealth US and Geneva Advisors. Robert Coulton holds a 1998 - 2002 University of Michigan. With a robust skill set that includes Sales Management, Direct Marketing, Email Marketing, Marketing Management, New Business Development and more. Robert Coulton has 3 emails and 2 mobile phone numbers on RocketReach.
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