Scott Coulter

Chief Wealth Planning Officer @Ledyard Bank

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Chief Wealth Planning Officer @Ledyard Bank

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US

Leads the Division’s Financial Advisors, Financial Consultants and Client Administrators. Partners with other Divisions of the bank to help clients with a comprehensive, one Ledyard experience

EDUCATION

N/A

Furman University

CBA EBS, Finance and Financial Management Services

ABOUT SCOTT COULTER

Accomplished financial leader with a proven ability to translate strategic visions into measurable sales outcomes. Skilled in guiding client-facing professionals and sales leaders to success, I specialize in implementing innovative plans that drive incremental value and enhance overall performance. From conducting detailed analysis to crafting high-level strategies at the C-suite level and seamlessly executing them with clients, I leverage my diverse experiences to unite teams toward shared objectives. I am adept at fostering a culture of performance, continuous improvement, and excellence, resulting in cohesive and successful teams that consistently surpass expectations. I would love to discuss how I can contribute to your organization and address industry challenges together. Lets connect soon.

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Scott Coulter — Chief Wealth Planning Officer at Ledyard Bank in Boston, MA, US | Unifers