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Robert Coulton Location
Chicago, IL, US
Robert Coulton Work
Managing Director and Senior Relationship Manager @ (February 2025 - Present)
Head of the Central Region and Senior Relationship Manager @ (February 2023 - February 2025)
National Director of Practice Management and Team Executive @ (January 2020 - February 2023)
Managing Director and Co-Head, High Net Worth Sales @ (September 2017 - January 2020)
Principal, Head of Private Client Distribution @ (September 2013 - September 2017)
Managing Director - Wealth Management Group @ (March 2012 - August 2013)
Managing Director of Sales and Marketing @ (November 2010 - March 2012)
Director of Marketing @ (October 2005 - November 2010)
Senior Investment Consultant @ (March 2004 - October 2005)
Account Executive @ (August 2002 - March 2004)
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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