Todd Bulot Email & Phone Number
Practice Director @ Level Four Group
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Todd Bulot Location
- Dallas, TX, US
Todd Bulot Work
- 2017 -now Practice Director @
- 2013 -2016 Director, Senior Business Development Officer @
- 2006 -2013 SVP - Institutional Marketing and Client Service @ Rushmore Investment Advisors, Inc.
- 1999 -2006 Director, Corporate Communications (Institutional Marketing) @ McKinley Capital Management
Todd Bulot Education
- Loyola University New Orleans
BBA (Marketing)
1987-1992
Todd Bulot Skills
- Microsoft Office
- Microsoft Excel
- Management
- Leadership
- Communication
- Investment Sales
- Portfolio Strategist
- Portfolio Management
- Investments
- Request for Proposal (RFP)
- Asset Management
- Client Relations
- Strategy
- Business Development
- Team Management
- Institutional Investments
- Strategic Planning
- New Business Development
- Equities
- Marketing Strategy
- Investment Management
- Relationship Management
- Series 65
- Digital Marketing
Todd Bulot Summary
- Todd Bulot, based in Dallas, TX, US, is currently a Practice Director at Level Four Capital Management. Todd Bulot brings experience from previous roles at Boston Private Wealth LLC, Rushmore Investment Advisors, Inc. and McKinley Capital Management. Todd Bulot holds a 1987 - 1992 BBA in Marketing @ Loyola University New Orleans. With a robust skill set that includes Microsoft Office, Microsoft Excel, Management, Leadership, Communication and more. Todd Bulot has 5 emails and 1 mobile phone numbers on RocketReach.
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Todd Bulot
Practice Director
Dallas, TX, US
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