Todd Bulot Email & Phone Number
Practice Director @ Level Four Group
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Todd Bulot Location
- Dallas, TX, US
Todd Bulot Work
- Practice Director @ (January 2017 - Present)
- Director, Senior Business Development Officer @ (October 2013 - November 2016)
- SVP - Institutional Marketing and Client Service @ Rushmore Investment Advisors, Inc. (November 2006 - October 2013)
- Director, Corporate Communications (Institutional Marketing) @ McKinley Capital Management (January 1999 - January 2006)
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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